Destiny Wealth Partners, Llc
- Regulatory AUM
- $947M
- Discretionary
- $879M
- Clients
- 939
- Avg AUM / client
- $1.0M
- Accounts
- 2,949
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Jun 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 701 | $239M | 25.2% |
| High net worth individuals | 238 | $708M | 74.7% |
| Corporations and other businesses | Fewer than 5 clients | $824K | 0.09% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Huey Ruggie | Trustee Of The Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, As Amended | CFP Chartered Financial Consultant | Aug 2014 (12y) | Less than 5% |
| Robert Clark | Trustee Of The Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended | CFP | Sep 2014 (12y) | Less than 5% |
| Audrey Marie Mancuso | Managing Partner | CFP | Jun 2017 (9y) | Less than 5% |
| Morgan Aileen Hatfield | Registered representative | Apr 2015 (11y) | ||
| Louis Mitchell Shinaman | Registered representative | Chartered Financial Consultant | Jul 2017 (9y) | |
| Jorge A Romero | Registered representative | CFP | Aug 2017 (9y) | |
| Carol Ann Mulcahy | Registered representative | May 2020 (6y) | ||
| Christopher George Nichols | Registered representative | Jan 2023 (4y) | ||
| Jeremiah Elijah Wassmer | Registered representative | CFP | Apr 2023 (3y) | |
| Ronald Joseph Hopper | Registered representative | Sep 2024 (2y) | ||
| Keith Webster Ward | Registered representative | Apr 2025 (1y) | ||
| Brian Davis | Registered representative | Jul 2025 (1y) | ||
| Mitchel Travis Faulkner | Registered representative | CFP | Sep 2025 (1y) | |
| Alan Moore Belanger | Registered representative | Oct 2025 (1y) | ||
| Eliza Fryer Kwentus | Registered representative | Mar 2026 (0y) | ||
| Tyler Nicholas Dodson | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Panormos Capital Group, Inc. | Owner | Jan 2021 | A | 75% or more |
| Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, As Amended | Owner | Jan 2021 | B | ≈ 56.25% – 100% via Panormos Capital Group, Inc. |
| Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended | Owner | Jan 2021 | B | GP / trustee / elected manager of Panormos Capital Group, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, As Amended: 75% – 100% of Panormos Capital Group, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/19/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • FLAT FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $611M (65% of AUM) Jun 2026
- Goldman Sachs $256M (17% of AUM) Apr 2026
- National Financial Services (Fidelity) $182M (19% of AUM) Jun 2026
- First Trust Portfolios L.P. $136M (14% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 19, 2026.
View current Form ADV (SEC/IAPD) ↗