Hedge Fund Database

DESTINY WEALTH PARTNERS, LLC

Adviser information for DESTINY WEALTH PARTNERS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 8
No. of Firms/People that Solicit Clients 7

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,021 $957.2M
Non-Discretionary 65 $39.7M
Total 3,086 $996.8M

Clients

Type Number RAUM
Individuals 751 $210.8M
HNW Individuals 223 $786.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 26
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 945

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesFLAT FEE

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 593.5M
Portfolio Manager to Program Sponsor
DESTINY WEALTH PARTNERS WRAP PROGRAM DESTINY WEALTH PARTNERS, LLC

Identifiers

SEC RIA File Number 801-79789
SEC ERA File Number 801-79789
SEC CIK Numbers 1844369
SEC CRD Numbers 171346
Legal Entity Identifier None

Principal Office

2100 LAKE EUSTIS DR.
TAVARES
FL
United States
Monday - Friday, 9:00 A.M.-5:00 P.M.
Tel: 352.343.2700, Fax: 352.742.2607

Websites

www.instagram.com/ruggiewealth/ www.linkedin.com/company/edge-401k-funds www.nicholswealth.com www.facebook.com/nicholswealthpartners www.linkedin.com/in/chris-nichols-48015b44 www.destinyfamilyoffice.com www.ruggiewealth.com www.linkedin.com/company/kcg-financial-consultant/ www.facebook.com/ruggiewealth www.facebook.com/edge401kfunds destinyprivatetrust.com www.linkedin.com/in/tomruggie/ www.linkedin.com/in/jromerocfp/ www.destinywealth.com www.linkedin.com/in/rob-clark-cfp/ www.linkedin.com/in/morgan-matfield-dwp www.linkedin.com/company/ruggie-wealth-management/ www.destiny401k.com www.destinywealthpartners.com

Chief Compliance Officer

THOMAS H.RUGGIE
MANAGING MEMBER
2100 LAKE EUSTIS DR.
TAVARES
FL
United States
Tel: 352.343.2700
Fax: 352.742.2607
(Full email address available in API data)

Industry Affiliates

GUERRA TAX AND WEALTH PLANNING, P.A. Lawyer or law firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RUGGIE, THOMAS, HUEY Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/2014 < 5%
RUGGIE, THOMAS, HUEY Individual – TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED 07/2019 < 5%
CLARK, ROBERT, LIDDELL Individual – TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED 09/2014 < 5%
PANORMOS CAPITAL GROUP, INC. Domestic Entity – OWNER 01/2021 > 75%
THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED Domestic Entity PANORMOS CAPITAL GROUP, INC. OWNER 01/2021 > 75%
ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED Domestic Entity PANORMOS CAPITAL GROUP, INC. OWNER 01/2021
RALICKI, AUDREY, M Individual – MANAGING PARTNER 01/2023 < 5%

No. Employees, Historic

3015020192020202120222023202420258 on 4/28/20198 on 8/8/20198 on 3/26/20208 on 5/13/20208 on 6/9/20208 on 6/21/20208 on 6/29/20208 on 10/20/20208 on 10/30/202015 on 3/10/202115 on 8/25/202115 on 9/24/202121 on 3/2/202221 on 3/3/202221 on 9/15/202221 on 12/5/202221 on 2/14/202321 on 2/15/202321 on 10/10/202321 on 10/18/202321 on 3/14/202421 on 3/15/2024

RAUM, Historic

1B500M0201920202021202220232024202517893365 on 4/28/201916814769 on 8/8/2019240679782 on 3/26/2020240679782 on 5/13/2020240679782 on 6/9/2020240679782 on 6/21/2020240679782 on 6/29/2020668108405 on 10/20/2020668108405 on 10/30/2020785251949 on 3/10/2021785251949 on 8/25/2021785251949 on 9/24/2021947671962 on 3/2/2022947671962 on 3/3/2022947671962 on 9/15/2022947671962 on 12/5/2022805805266 on 2/14/2023805805266 on 2/15/2023805805266 on 10/10/2023805805266 on 10/18/2023996817259 on 3/14/2024996817259 on 3/15/2024

No. Clients, Historic

1,0005000201920202021202220232024202570 on 4/28/20193 on 8/8/201920 on 3/26/202020 on 5/13/202020 on 6/9/202020 on 6/21/202020 on 6/29/2020798 on 10/20/2020798 on 10/30/2020865 on 3/10/2021865 on 8/25/2021865 on 9/24/2021891 on 3/2/2022891 on 3/3/2022891 on 9/15/2022891 on 12/5/2022945 on 2/14/2023945 on 2/15/2023945 on 10/10/2023945 on 10/18/2023974 on 3/14/2024974 on 3/15/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 837K 5K 0
ALPHABET INC CAP STK CL A 8M 43K 0
ALPHABET INC CAP STK CL C 2M 8K 0
AMAZON COM INC COM 22M 114K 0
AMERICAN CENTY ETF TR AVANTIS CORE FI 6M 144K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 3M 49K 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 10M 158K 0
APPLE INC COM 16M 78K 0
BANK AMERICA CORP COM 252K 6K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 7M 18K 0
BLACKSTONE SECD LENDING FD COMMON STOCK 11M 346K 0
BOOZ ALLEN HAMILTON HLDG COR CL A 237K 2K 0
BROADCOM INC COM 323K 201 0
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 4M 107K 0
CHEVRON CORP NEW COM 473K 3K 0
COCA COLA CO COM 254K 4K 0
CROWDSTRIKE HLDGS INC CL A 4M 11K 0
DARDEN RESTAURANTS INC COM 309K 2K 0
DBX ETF TR XTRACK MSCI EAFE 674K 16K 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 7M 200K 0
DIMENSIONAL ETF TRUST US LARGE CAP VAL 24M 847K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 430K 13K 0
DIMENSIONAL ETF TRUST WORLD EX US CORE 18M 711K 0
DISNEY WALT CO COM 280K 3K 0
EXXON MOBIL CORP COM 1M 9K 0
FIDELITY COMWLTH TR NASDAQ COMPSIT 2M 23K 0
FIDELITY COVINGTON TRUST LOW VOLITY ETF 295K 5K 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 10M 170K 0
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 299K 2K 0
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 242K 3K 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 505K 17K 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 49K 0
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 298K 2K 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 1M 5K 0
FIRST TR NASDAQ 100 TECH IND SHS 323K 2K 0
GLOBAL X FDS AUTONMOUS EV ETF 3M 133K 0
GLOBAL X FDS GLB X MLP ENRG I 7M 131K 0
GLOBAL X FDS RBTCS ARTFL INTE 2M 59K 0
GOLDMAN SACHS ETF TR ACTIVEBETA EME 5M 151K 0
GOLDMAN SACHS ETF TR ACCESS INVT GR 11M 238K 0
GOLDMAN SACHS ETF TR ACTIVEBETA INT 543K 16K 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 285K 5K 0
HCA HEALTHCARE INC COM 638K 2K 0
HOME DEPOT INC COM 277K 806 0
ICORECONNECT INC COM 94K 102K 0
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 1M 10K 0
INVESCO QQQ TR UNIT SER 1 6M 13K 0
ISHARES TR ESG AWR MSCI USA 738K 6K 0
ISHARES TR CORE US AGGBD ET 204K 2K 0
ISHARES TR CORE S&P TTL STK 2M 16K 0
ISHARES TR RUSSELL 2000 ETF 418K 2K 0
ISHARES TR RUS MID CAP ETF 514K 6K 0
ISHARES TR BROAD USD HIGH 9M 236K 0
ISHARES TR CORE S&P500 ETF 1M 2K 0
ISHARES TR INVESTMENT GRADE 229K 5K 0
ISHARES TR SHORT TREAS BD 5M 44K 0
ISHARES TR MSCI USA MMENTM 296K 2K 0
ISHARES TR ISHARES BIOTECH 11M 77K 0
ISHARES TR MSCI USA MIN VOL 969K 12K 0
ISHARES TR MSCI USA QLT FCT 852K 5K 0
ISHARES TR CORE TOTAL USD 296K 7K 0
ISHARES TR US SML CAP EQT 383K 6K 0
ISHARES TR USD INV GRDE ETF 250K 5K 0
ISHARES TR FLTG RATE NT ETF 2M 42K 0
ISHARES TR US TREAS BD ETF 542K 24K 0
ISHARES TR EXPONENTIAL TECH 5M 83K 0
ISHARES TR 0-5YR HI YL CP 1M 24K 0
ISHARES TR CORE MSCI EURO 228K 4K 0
J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 3M 60K 0
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 27M 581K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 6M 104K 0
JANUS DETROIT STR TR B-BBB CLO ETF 10M 195K 0
JANUS DETROIT STR TR HENDERSON MTG 4M 92K 0
JANUS DETROIT STR TR HENDRSON AAA CL 10M 202K 0
JPMORGAN CHASE & CO. COM 374K 2K 0
LAM RESEARCH CORP COM 399K 375 0
MARRIOTT INTL INC NEW CL A 502K 2K 0
MCDONALDS CORP COM 350K 1K 0
MERCK & CO INC COM 292K 2K 0
META PLATFORMS INC CL A 4M 8K 0
MICROSOFT CORP COM 14M 31K 0
MODERNA INC COM 238K 2K 0
NETFLIX INC COM 4M 6K 0
NEXTERA ENERGY INC COM 488K 7K 0
NVIDIA CORPORATION COM 2M 14K 0
PEPSICO INC COM 1M 6K 0
PIMCO ETF TR INTER MUN BD ACT 607K 12K 0
PIMCO ETF TR MUNI INCOME OPP 915K 20K 0
PROCTER AND GAMBLE CO COM 217K 1K 0
QUEST DIAGNOSTICS INC COM 548K 4K 0
REPUBLIC SVCS INC COM 222K 1K 0
SALESFORCE INC COM 3M 12K 0
SCHWAB STRATEGIC TR US TIPS ETF 421K 8K 0
SCIENCE APPLICATIONS INTL CO COM 389K 3K 0
SELECT SECTOR SPDR TR FINANCIAL 10M 243K 0
SELECT SECTOR SPDR TR SBI CONS DISCR 466K 3K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 279K 2K 0
SELECT SECTOR SPDR TR INDL 324K 3K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 224K 3K 0
SELECT SECTOR SPDR TR COMMUNICATION 412K 5K 0
SELECT SECTOR SPDR TR TECHNOLOGY 14M 64K 0
SERVICENOW INC COM 282K 359 0
SNAP INC CL A 4M 211K 0
SPDR GOLD TR GOLD SHS 685K 3K 0
SPDR INDEX SHS FDS PORTFLI MSCI GBL 3M 41K 0
SPDR S&P 500 ETF TR TR UNIT 6M 10K 0
SPDR SER TR PORTFOLIO S&P500 443K 7K 0
SPDR SER TR RUSSELL LOW VOL 3M 27K 0
SPDR SER TR PORTFOLIO AGRGTE 1M 60K 0
SPDR SER TR S&P DIVID ETF 9M 69K 0
SPDR SER TR PORTFOLI S&P1500 563K 8K 0
SPDR SER TR BLOOMBERG 1-3 MO 518K 6K 0
SPDR SER TR PORTFOLIO SHORT 2M 80K 0
SPROTT PHYSICAL SILVER TR TR UNIT 291K 29K 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 12M 312K 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 8M 198K 0
SSGA ACTIVE TR SPDR DBLELN EMRG 5M 109K 0
STRATEGY SHS DAY HAGAN NED 820K 21K 0
STRYKER CORPORATION COM 16M 47K 0
TESLA INC COM 288K 1K 0
UBER TECHNOLOGIES INC COM 4M 57K 0
UNITED CMNTY BKS BLAIRSVLE G COM 229K 9K 0
UNITEDHEALTH GROUP INC COM 238K 468 0
VANECK ETF TRUST INDIA GROWTH LDR 3M 69K 0
VANECK ETF TRUST MRNGSTR WDE MOAT 4M 42K 0
VANECK ETF TRUST FALLEN ANGEL HG 11M 381K 0
VANECK ETF TRUST IG FLOATING RATE 1M 51K 0
VANGUARD INDEX FDS MID CAP ETF 5M 20K 0
VANGUARD INDEX FDS SMALL CP ETF 2M 10K 0
VANGUARD INDEX FDS TOTAL STK MKT 478K 2K 0
VANGUARD INDEX FDS VALUE ETF 265K 2K 0
VANGUARD INDEX FDS GROWTH ETF 28M 74K 0
VANGUARD INDEX FDS LARGE CAP ETF 1M 5K 0
VANGUARD INDEX FDS MCAP VL IDXVIP 324K 2K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K 0
VANGUARD INDEX FDS EXTEND MKT ETF 1M 7K 0
VANGUARD INDEX FDS SM CP VAL ETF 217K 1K 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 272K 4K 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 212K 2K 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 5M 45K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 911K 16K 0
VANGUARD MALVERN FDS STRM INFPROIDX 2M 45K 0
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 764K 11K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 228K 4K 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 5M 65K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 11M 59K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 734K 15K 0
VANGUARD WELLINGTON FD US QUALITY 420K 3K 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 5M 79K 0
VANGUARD WHITEHALL FDS INTL DVD ETF 10M 125K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 6M 53K 0
VANGUARD WORLD FD INDUSTRIAL ETF 10M 41K 0
VISA INC COM CL A 263K 1K 0
WISDOMTREE TR US AI ENHANCED 611K 6K 0