$605.1M Total AUM
$524.8M Disc. AUM
-- 3Y CAGR
7 Employees
62 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- FocusBridge
- Established Date
- 09-19-2025
- Office Locations
- 3
Office Locations
1801 N. Military Trail Suite 120 Boca Raton FL
2100 Lake Eustis DR Tavares FL
620 N., Denning Drive Winter Park FL
About Destiny Family Office
Destiny Family Office is a Tavares-based RIA with 3 offices. The firm has been operating for 0 years. Managing $605.1M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$86.4M AVG AUM / ADVISOR
$9.8M AVG AUM / CLIENT
0.6 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age
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Accredited Investors
North element Capital
Asset Classes
Pioneer Matrix Peak Bridge vector Capital Unison Optima peak Vertex Zenith Summit Fusion fusion
Client Personas
Summit Bridge
CRM
Timber pioneer
Custodian
Legacy Glacier Vector Beacon Beacon Prime matrix Vital Bridge radial Ridge zenith
Investment Themes
Delta ridge Frontier momentum Pioneer north Vital Delta crest
Investment Vehicles
Ridge Glacier value
Platform
Vertex pathway Timber
Services
Capital Optima Fusion Momentum Optima summit Ember matrix Meridian catalyst Pathway crest Frontier meridian North
Technology
Ridge Oak
Owner & Executives
A
AUDREY MARIE MANCUSO
Managing Partner
- CRD
- #5324890
- Ownership
- Less than 5%
(842) 988-4073
ridge.foundation@bridgecapital.com
in linkedin.com/in/momentum-crest
JORGE A ROMERO
Wealth Advisor
- CRD
- #5420761
- Ownership
- Less than 5%
(645) 755-2823
pathway.element@horizoncapital.com
in linkedin.com/in/crest-radial
P
Prime bridge
Capital capital fusion
- CRD
- #38842
- Ownership
- 15.7%
(841) 252-5281
delta.vital@ridgecapital.com
in linkedin.com/in/vector-timber
Showing 2 of 3 owners & executives
Unlock allContacts
R
Rob Clark
Partner
- CRD
- --
(835) 274-3021
harbor.catalyst@pioneercapital.com
in linkedin.com/in/beacon-unison
R
Robert Clark
--
- CRD
- #4191125
(680) 601-3081
quantum.atlas@wavecapital.com
in linkedin.com/in/vector-timber
S
Summit oak
Beacon eagle north
- CRD
- #74829
(973) 669-8884
quantum.alpha@matrixcapital.com
in linkedin.com/in/matrix-legacy
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,832,072 | $2,242,872 |
| Non-Discretionary | $80,236,714 | $1,337,279 |
| Total | $605,068,786 | $2,058,057 |
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Separately Managed Accounts
Total SMA Asset: $605,068,786
Public Funds:
19.9% Other:
11.7% Equity - Exchange:
7.8% Cash:
18.3% Private Funds:
20.8% Municipal Bonds:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $610,155,707 | 19.9% |
| Other | $358,734,762 | 11.7% |
| Equity - Exchange | $239,156,508 | 7.8% |
| Cash | $561,097,961 | 18.3% |
| Private Funds | $637,750,688 | 20.8% |
| Municipal Bonds | $659,213,453 | 21.5% |
| Total | $3,066,109,079 | 100.0% |