Destiny Wealth Partners, LLC
Tavares, FL·SEC-registered · CRD #171346
Destiny Wealth Partners, LLC is an SEC-registered investment advisory firm in Tavares, FL managing $947M across 3.1k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$947M
Client accounts
3.1k
Advisory staff
11
Fee model
Fee-based
How Destiny Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Destiny Wealth Partners, LLC
How much does Destiny Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (06/19/2026), Destiny Wealth Partners, LLC reports $947M in regulatory assets under management across roughly 3.1k client accounts.
How does Destiny Wealth Partners, LLC charge?
Destiny Wealth Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Destiny Wealth Partners, LLC a fiduciary?
Yes. Destiny Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #171346), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Destiny Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Destiny Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Tavares, FL
Profile compiled from Destiny Wealth Partners, LLC's public SEC Form ADV filing (CRD #171346, filed 06/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Destiny Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Destiny Wealth Partners, LLC? Claim this profile.