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| Destiny Wealth Partners LLC
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|---|---|
| CRD # | 171346 |
| SEC # | 801-79789 |
| CIK # | 0001844369 |
| AUM | 947.3 M (2026-06-19) |
| Employees | 26 (42% Investors, 0% Brokers) |
| Phone | 352-343-2700 |
| Address | 2100 Lake Eustis Dr Tavares, FL 32778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 27.1 | ||
| Alphabet Inc | 22.2 | ||
| Apple Inc | 21.5 | ||
| Nvidia Corp | 18.5 | ||
| Microsoft Corp | 15.4 | ||
| Tesla Motors Inc | 14.7 | ||
| Stryker Corp | 12.4 | ||
| Broadcom Inc | 11.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 701 | 238.7 |
| (b) Individuals (high net worth individuals) | 238 | 707.7 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,949 | 947.3 |
| By Discretionary | ||
| Discretionary | 2,816 | 878.8 |
| Non-Discretionary | 133 | 68.5 |
| Total | 2,949 | 947.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 946.6 | |
| Total | 2,949 | 947.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844369] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 28 |
| Serves | Institutional, Retail |
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|---|---|---|
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