| Name | Title | Ownership | Since |
|---|---|---|---|
| Audrey Marie Mancuso Control | Managing Partner | Under 5% | 2023 |
| Panormos Capital Group, Inc. Control | Owner | Over 75% | 2021 |
| Robert Liddell Clark Control | Trustee Of The Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended | Under 5% | 2014 |
Destiny Wealth Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Destiny Wealth Partners, LLC reports 26 employees.
Destiny Wealth Partners, LLC is based in Tavares, FL and has been SEC-registered since 2014.
Destiny Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2100 Lake Eustis Dr., Tavares, FL 32778 |
| Phone | 352.343.2700 |
| Fax | 352.742.2607 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1844369 |
| Discloses disciplinary history | No |
| Discretionary | $1.04B |
| Non-discretionary | $89.1M |
| Total (RAUM) | $1.13B |