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DESTINY ADVISORS LLC

AUSTIN, TX · CRD 312099 · IAPD ↗ · 415-639-9966

$441.4MRegulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — DESTINY ADVISORS LLC reported RAUM up 530% ($70.0M -> $441.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — DESTINY ADVISORS LLC reported RAUM up 31% ($53.5M -> $70.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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