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DESTINY FAMILY OFFICE

TAVARES, FL · CRD 338015 · IAPD ↗ · destinyfamilyoffice.com · 844-357-1120

$605.1MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — DESTINY FAMILY OFFICE began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
February 2026 — DESTINY FAMILY OFFICE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — DESTINY FAMILY OFFICE (TAVARES, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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