# Destiny Wealth Partners

Destiny Wealth Partners is a Multi Family Office based in Tavares, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tavares, United States
- **Region:** North America
- **Address:** Tavares, FL, United States
- **Founded:** 2016
- **Assets under management:** 1600 (Altss estimate)
- **Website:** destinywealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/destiny-family-office/

## Regulatory record

- **CRD number:** 171346
- **SEC file number:** 801-79789
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171346

## About

Tom Ruggie established Destiny Wealth Partners in 2016. The firm functions as a multi-family office that supplies investment oversight, financial planning, and succession services to client families. Ruggie also belongs to TIGER 21 and the Forbes Finance Council. The firm allocates across private equity, private credit, real estate, hedge funds, direct co-investments, and collectibles. It uses the First Trust Capital Management platform for private-market access and maintains relationships with 137 Ventures for growth-stage exposure. Confirmed geographic reach covers North America only. Portfolio construction includes both fund commitments and direct holdings. Destiny Wealth Partners lists six office locations. It operates through three named affiliated entities: Ruggie Wealth Management, Nichols Wealth Partners, and KCG Investment Advisory Services. Tom Ruggie sits on the Forbes Finance Council since 2016. In January 2026 the firm hosted a virtual Fireside Chat with Joe Terranova of Virtus. The firm structures itself as a network of affiliated RIAs rather than a single-entity family office. This architecture allows separate branding and local teams while sharing investment platforms and research resources across locations.

## Sectors

- Luxury
- Media & Entertainment
- Data Analytics
- FinTech
- Robotics & Automation
- Supply Chain & Logistics

## Offices

- Winter Park, FL, US
- The Villages, FL, US
- Jacksonville, FL, US
- Boca Raton, FL, US
- Savannah, GA, US

## People

- Tom Ruggie — Founder and CEO

## Questions

### Who runs investment decisions at Destiny Wealth Partners?

Tom Ruggie serves as founder and CEO. Day-to-day advisory work is distributed across affiliated teams including Jorge A. Romero, Chris Nichols, and Bill Newton.

### Does Destiny Wealth Partners participate in fund commitments or only direct deals?

The firm uses both structures. It commits to funds through the First Trust Capital Management platform and also executes direct co-investments and SPVs.

### What investment stages does Destiny Wealth Partners typically target?

The firm targets growth-stage opportunities, with documented exposure to venture and private equity strategies via partners such as 137 Ventures.

### How is Destiny Wealth Partners related to its affiliated firms?

Ruggie Wealth Management, Nichols Wealth Partners, and KCG Investment Advisory Services operate as DBAs or affiliated entities under the Destiny Wealth Partners umbrella.

### Where does Destiny Wealth Partners maintain offices?

Headquarters sit in Tavares, Florida, with additional offices in Winter Park, The Villages, Jacksonville, Boca Raton, and Savannah, Georgia.

### Does Destiny Wealth Partners maintain membership in professional networks?

Tom Ruggie has been a member of TIGER 21 and the Forbes Finance Council since 2016.

### What asset classes receive allocation at Destiny Wealth Partners?

Allocations span private equity, private credit, real estate, hedge funds, direct co-investments, digital assets, and collectibles.

## Related profiles

- [Point Break Capital Management](https://altss.com/profile/point-break-capital-management-llc)
- [Mount Vernon Investments](https://altss.com/profile/mount-vernon-investments-kenny-troutt-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/destiny-wealth-partners-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology