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| Keyboard |
| Destiny Family Office
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|---|---|
| CRD # | 338015 |
| SEC # | 801-134301 |
| CIK # | |
| AUM | 605.1 M (2026-06-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-357-1120 |
| Address | 2100 Lake Eustis Dr Tavares, FL 32778 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 9.4 |
| (b) Individuals (high net worth individuals) | 28 | 580.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 15.3 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 605.1 |
| By Discretionary | ||
| Discretionary | 234 | 524.8 |
| Non-Discretionary | 60 | 80.2 |
| Total | 294 | 605.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.1 | |
| Total | 294 | 605.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Enterprise Investment Company
✚
|
MI | 607.1 M |
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 606.0 M |
|
Prostatis Group LLC
✚
|
MD | 605.4 M |
|
TLWM LLC
✚
|
TX | 605.4 M |
|
MFA Wealth Advisors LLC
✚
|
PA | 605.4 M |
|
Atlas Brown Inc
✚
|
KY | 605.2 M |
|
Fairvoy Private Wealth LLC
✚
|
AL | 605.1 M |
|
Tucker Asset Management LLC
✚
|
CO | 603.6 M |
|
Avaii Wealth Management LLC
✚
|
WI | 602.8 M |
|
Intergy Private Wealth LLC
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|
CO | 602.6 M |