Destiny Wealth Partners, LLC
Destiny Wealth Partners, LLC is a Florida-based Registered Investment Advisor founded by Thomas H. Ruggie. Established in 2012, the firm provides wealth management, consulting, financial, and retirement planning services, with additional offerings under DBAs including Ruggie Wealth Management, Destiny Family Office, Destiny Wealth, and Nichols Wealth Partners. As of 2025, the firm manages over $1.1 billion in assets and has 21-26 employees. They serve entrepreneurs, executives, families, and foundations, granting access to alternative, direct, co-investment, and family office opportunities for qualified investors.
Investment Strategy
Destiny Wealth Partners focuses on comprehensive wealth management, financial planning, and retirement services tailored for individual clients, particularly high net worth individuals. Their approach includes diversified investment portfolios, access to alternative and direct investments, and co-investment opportunities for qualified investors. The firm emphasizes long-term financial planning, addressing the complexities of both personal and business finances, and offers family office services for complex wealth needs. Their investment philosophy is grounded in independence, transparency, and fiduciary responsibility, supporting clients in achieving their financial goals through customized advice and sophisticated investment solutions.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | JANUS DETROIT STR TR | 5.69% | $46.4M | 913,944 | $50.66 | $50.78 | +$2.3M |
V VUG | VANGUARD INDEX FDS | 4.91% | $40.1M | 83,625 | $304.08 | $479.61 | +$4.0M |
D DFLV | DIMENSIONAL ETF TRUST | 3.92% | $32.0M | 973,514 | $29.02 | $32.90 | +$2.6M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.45% | $28.1M | 591,581 | $46.22 | $47.55 | +$917.1K |
A AMZN | AMAZON COM INC | 3.39% | $27.7M | 126,157 | $153.89 | $219.57 | -$1.5M |