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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Destiny Wealth Partners LLC
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|---|---|
| CRD # | 171346 |
| SEC # | 801-79789 |
| CIK # | 0001844369 |
| AUM | $1.1 B (2025-03-25) |
| Employees | 26 (42% Investors, 0% Brokers) |
| Phone | 352-343-2700 |
| Address | 2100 Lake Eustis Dr Tavares, FL 32778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844369 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 29.2 | ||
| Microsoft Corp | 17.2 | ||
| Apple Inc | 16.2 | ||
| Stryker Corp | 15.4 | ||
| Nvidia Corp | 13.0 | ||
| Blackstone Secured Lending Fund | 12.0 | ||
| Broadcom Inc | 10.6 | ||
| Alphabet Inc | 9.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 696 | 225.8 |
| (b) Individuals (high net worth individuals) | 254 | 899.3 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,030 | 1,125.7 |
| By Discretionary | ||
| Discretionary | 2,917 | 1,036.6 |
| Non-Discretionary | 113 | 89.1 |
| Total | 3,030 | 1,125.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,125.7 | |
| Total | 3,030 | 1,125.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844369] |
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