DESTINY FAMILY OFFICE
CRD #338015 SEC #801-134301 TAVARES, FL 844-357-1120
SEC Registered Private Funds
Total AUM
$0
Discretionary
$0
Employees
7
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MANCUSO, AUDREY, MARIE | I | MEMBER | NA | |
| MANCUSO, AUDREY, MARIE | I | MEMBER | NA | |
| MANCUSO, AUDREY, MARIE | I | MEMBER | NA | |
| ROMERO, JORGE, A | I | MEMBER | NA | |
| ROMERO, JORGE, A | I | MEMBER | NA | |
| ROMERO, JORGE, A | I | MEMBER | NA | |
| RUGGIE, THOMAS, HUEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| RUGGIE, THOMAS, HUEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| RUGGIE, THOMAS, HUEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DESTINY WEALTH PARTNERS, LLC | DE | OWNER | C | Control |
| DESTINY WEALTH PARTNERS, LLC | DE | OWNER | C | Control |
| DESTINY WEALTH PARTNERS, LLC | DE | OWNER | C | Control |
| Clark, Robert | I | MEMBER | B | |
| Clark, Robert | I | MEMBER | B | |
| Clark, Robert | I | MEMBER | B |
Registrations
Federal
IA
Aug 14, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
2100 LAKE EUSTIS DRTAVARES, FL 32778
United States
Phone: 844-357-1120