DESTINY WEALTH PARTNERS, LLC
CRD #171346 SEC #801-79789 TAVARES, FL 352.343.2700
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1B
Employees
26
Clients
--
Accounts
3,030
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.1B | $1B | $89.1M | 26 | 26 |
| Aug 2025 | $1.1B | $1B | $89.1M | 26 | 26 |
| Aug 2025 | $1.1B | $1B | $89.1M | 26 | 26 |
| Mar 2025 | $1.1B | $1B | $89.1M | 26 | 26 |
| Mar 2025 | $1.1B | $1B | $89.1M | 26 | 26 |
| Dec 2024 | $996.8M | $957.2M | $39.7M | 21 | 26 |
| Jun 2024 | $996.8M | $957.2M | $39.7M | 21 | 26 |
| Jun 2024 | $996.8M | $957.2M | $39.7M | 21 | 26 |
| Mar 2024 | $996.8M | $957.2M | $39.7M | 21 | 26 |
| Mar 2024 | $996.8M | $957.2M | $39.7M | 21 | 26 |
| Oct 2023 | $805.8M | $798.3M | $7.5M | 21 | 26 |
| Oct 2023 | $805.8M | $798.3M | $7.5M | 21 | 26 |
| Feb 2023 | $805.8M | $798.3M | $7.5M | 21 | 26 |
| Feb 2023 | $805.8M | $798.3M | $7.5M | 21 | 26 |
| Dec 2022 | $947.7M | $944.8M | $2.9M | 21 | 26 |
| Sep 2022 | $947.7M | $944.8M | $2.9M | 21 | 26 |
| Mar 2022 | $947.7M | $944.8M | $2.9M | 21 | 26 |
| Sep 2021 | $785.3M | $780.8M | $4.5M | 15 | 27 |
| Aug 2021 | $785.3M | $780.8M | $4.5M | 15 | 27 |
| Mar 2021 | $785.3M | $780.8M | $4.5M | 15 | 27 |
| Oct 2020 | $668.1M | $667.4M | $737.9K | 8 | 27 |
| Oct 2020 | $668.1M | $667.4M | $737.9K | 8 | 27 |
| Jun 2020 | $240.7M | $240.2M | $528.6K | 8 | 26 |
| Jun 2020 | $240.7M | $240.2M | $528.6K | 8 | 26 |
| Jun 2020 | $240.7M | $240.2M | $528.6K | 8 | 26 |
| May 2020 | $240.7M | $240.2M | $528.6K | 8 | 26 |
| Mar 2020 | $240.7M | $240.2M | $528.6K | 8 | 26 |
| Aug 2019 | $16.8M | $16.8M | $0 | 8 | 28 |
| Apr 2019 | $17.9M | $17.9M | $0 | 8 | 24 |
| Mar 2019 | $17.9M | $671.9K | $17.2M | 8 | 0 |
| Dec 2018 | $19.2M | $442.2K | $18.8M | 8 | 0 |
| Mar 2018 | $19.2M | $442.2K | $18.8M | 8 | 0 |
| Sep 2017 | $36M | $0 | $36M | 6 | 1 |
| Mar 2017 | $36M | $0 | $36M | 6 | 1 |
| Jun 2016 | $11.8M | $11.8M | $0 | 4 | 11 |
| Jun 2016 | $11.8M | $11.8M | $0 | 4 | 11 |
| Mar 2016 | $11.8M | $11.8M | $0 | 4 | 11 |
| Jun 2015 | $8M | $8M | $0 | 1 | 0 |
| Mar 2015 | $8M | $8M | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Nov 2014 | $0 | $0 | $0 | 1 | 0 |
| May 2014 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$89.1M
Employees26
Clients26
DateAug 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$89.1M
Employees26
Clients26
DateAug 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$89.1M
Employees26
Clients26
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$89.1M
Employees26
Clients26
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$89.1M
Employees26
Clients26
DateDec 2024
Total AUM$996.8M
Discretionary$957.2M
Non-Disc.$39.7M
Employees21
Clients26
DateJun 2024
Total AUM$996.8M
Discretionary$957.2M
Non-Disc.$39.7M
Employees21
Clients26
DateJun 2024
Total AUM$996.8M
Discretionary$957.2M
Non-Disc.$39.7M
Employees21
Clients26
DateMar 2024
Total AUM$996.8M
Discretionary$957.2M
Non-Disc.$39.7M
Employees21
Clients26
DateMar 2024
Total AUM$996.8M
Discretionary$957.2M
Non-Disc.$39.7M
Employees21
Clients26
DateOct 2023
Total AUM$805.8M
Discretionary$798.3M
Non-Disc.$7.5M
Employees21
Clients26
DateOct 2023
Total AUM$805.8M
Discretionary$798.3M
Non-Disc.$7.5M
Employees21
Clients26
DateFeb 2023
Total AUM$805.8M
Discretionary$798.3M
Non-Disc.$7.5M
Employees21
Clients26
DateFeb 2023
Total AUM$805.8M
Discretionary$798.3M
Non-Disc.$7.5M
Employees21
Clients26
DateDec 2022
Total AUM$947.7M
Discretionary$944.8M
Non-Disc.$2.9M
Employees21
Clients26
DateSep 2022
Total AUM$947.7M
Discretionary$944.8M
Non-Disc.$2.9M
Employees21
Clients26
DateMar 2022
Total AUM$947.7M
Discretionary$944.8M
Non-Disc.$2.9M
Employees21
Clients26
DateSep 2021
Total AUM$785.3M
Discretionary$780.8M
Non-Disc.$4.5M
Employees15
Clients27
DateAug 2021
Total AUM$785.3M
Discretionary$780.8M
Non-Disc.$4.5M
Employees15
Clients27
DateMar 2021
Total AUM$785.3M
Discretionary$780.8M
Non-Disc.$4.5M
Employees15
Clients27
DateOct 2020
Total AUM$668.1M
Discretionary$667.4M
Non-Disc.$737.9K
Employees8
Clients27
DateOct 2020
Total AUM$668.1M
Discretionary$667.4M
Non-Disc.$737.9K
Employees8
Clients27
DateJun 2020
Total AUM$240.7M
Discretionary$240.2M
Non-Disc.$528.6K
Employees8
Clients26
DateJun 2020
Total AUM$240.7M
Discretionary$240.2M
Non-Disc.$528.6K
Employees8
Clients26
DateJun 2020
Total AUM$240.7M
Discretionary$240.2M
Non-Disc.$528.6K
Employees8
Clients26
DateMay 2020
Total AUM$240.7M
Discretionary$240.2M
Non-Disc.$528.6K
Employees8
Clients26
DateMar 2020
Total AUM$240.7M
Discretionary$240.2M
Non-Disc.$528.6K
Employees8
Clients26
DateAug 2019
Total AUM$16.8M
Discretionary$16.8M
Non-Disc.$0
Employees8
Clients28
DateApr 2019
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees8
Clients24
DateMar 2019
Total AUM$17.9M
Discretionary$671.9K
Non-Disc.$17.2M
Employees8
Clients0
DateDec 2018
Total AUM$19.2M
Discretionary$442.2K
Non-Disc.$18.8M
Employees8
Clients0
DateMar 2018
Total AUM$19.2M
Discretionary$442.2K
Non-Disc.$18.8M
Employees8
Clients0
DateSep 2017
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees6
Clients1
DateMar 2017
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees6
Clients1
DateJun 2016
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees4
Clients11
DateJun 2016
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees4
Clients11
DateMar 2016
Total AUM$11.8M
Discretionary$11.8M
Non-Disc.$0
Employees4
Clients11
DateJun 2015
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0