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DESTINY WEALTH PARTNERS, LLC

TAVARES, FL · CRD 171346 · IAPD ↗ · 352.343.2700

$947.3MRegulatory AUM
11Advisory reps
26Employees
28Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
July 2026 — DESTINY WEALTH PARTNERS, LLC reported RAUM down 37% ($1.50B -> $947.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
May 2026 — DESTINY WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — DESTINY WEALTH PARTNERS, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — DESTINY WEALTH PARTNERS, LLC reported RAUM up 33% ($1.13B -> $1.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — DESTINY WEALTH PARTNERS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — DESTINY WEALTH PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — DESTINY WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($996.8M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
January 2025 — DESTINY WEALTH PARTNERS, LLC notice-filed in MD, PA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — DESTINY WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.