Destiny Family Office
- Regulatory AUM
- $605M
- Discretionary
- $525M
- Clients
- 62
- Avg AUM / client
- $9.8M
- Accounts
- 294
- Employees
- 7
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) | 34 | $9.4M | 1.55% |
| High net worth individuals | 28 | $580M | 95.9% |
| Corporations and other businesses | Fewer than 5 clients | $15.3M | 2.53% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Huey Ruggie | Registered representative | CFP Chartered Financial Consultant | Sep 2025 (1y) | |
| Audrey Marie Mancuso | Registered representative | CFP | Oct 2025 (1y) | |
| Jeremiah Elijah Wassmer | Registered representative | CFP | Oct 2025 (1y) | |
| Jorge A Romero | Registered representative | CFP | Oct 2025 (1y) | |
| Robert Clark | Registered representative | CFP | Oct 2025 (1y) | |
| Ronald Joseph Hopper | Registered representative | Oct 2025 (1y) | ||
| Christopher George Nichols | Registered representative | Nov 2025 (1y) | ||
| Eliza Fryer Kwentus | Registered representative | Apr 2026 (0y) |
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 | 960 KB | 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
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
- Goldman Sachs $261M (43% of AUM) Jun 2026
- First Trust Portfolios L.P. $153M (25% of AUM) Jun 2026
- Charles Schwab & Co. $134M (22% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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) ↗