Destiny Wealth Partners, LLC

CRD 171346 · Tavares, FL · $947.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 171346
SEC number: 801-79789
Firm type: RIA
Assets under management: $947.3M as of Jun 19, 2026
Website: www.linkedin.com/company/ruggie-wealth-management ↗
Phone: 352.343.2700
Address: 2100 Lake Eustis Dr., Tavares, FL, 32778

Advisors at this firm

8 in our index · page 1 of 1

Alan Moore BelangerCRD 6165955 · Tavares, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Brian DavisCRD 4075036 · Tavares, FL

IA RegisteredRegistration inactive
Tyler Nicholas DodsonCRD 7559603 · Tavares, FL

IA RegisteredRegistration inactive
Mitchel Travis FaulknerCRD 6745262 · Boca Raton, FL

IA Registered
Morgan Aileen HatfieldCRD 5557384 · Tavares, FL

IA Registered
Carol Ann MulcahyCRD 1468012 · Tavares, FL

IA Registered
Louis Mitchell ShinamanCRD 2750556 · Winter Park, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Keith Webster WardCRD 5394755 · Tavares, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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