# DESTINY WEALTH PARTNERS, LLC

DESTINY WEALTH PARTNERS, LLC of TAVARES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 171346
- Type: SEC-registered investment adviser
- SEC file number: 801-79789
- Location: 2100 LAKE EUSTIS DR., TAVARES, FL, 32778
- Phone: 352.343.2700
- Latest filing: 2026-06-19
- Regulatory AUM: $947.3M
- Discretionary AUM: $878.8M
- Non-discretionary AUM: $68.5M
- Clients: 26
- Accounts: 2,949

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Huey Ruggie | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED | — |
| Audrey Marie Mancuso | MANAGING PARTNER | — |
| Robert Liddell Clark | TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED | — |
| Audrey M Ralicki | MANAGING PARTNER | — |
| RUGGIE THOMAS HUEY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MCQUEEN KATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | — |
| CLARK ROBERT LIDDELL | TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED | — |
| VAN ORE ANTHONY FRANKLIN | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| GOOD KIMBERLY CARIS | PARTNER | — |
| RALICKI AUDREY M | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171346/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171346/similar
- Related entities: https://search.stillhousedata.com/firm/171346/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171346

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.