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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-2014
- Office Locations
- 4
Office Locations
About Destiny Wealth Partners, LLC
Destiny Wealth Partners (Ruggie Wealth Management) partners with busy individuals, families, executives and entrepreneurs to design and execute integrated, personalized wealth strategies—financial planning, investment management, wealth preservation, and coordinated tax and estate planning. Led by founder/CEO Thomas Ruggie, CFP®, ChFC®, the team has earned industry recognition from outlets such as InvestmentNews and Barron’s.
Reported data analysis
What the numbers show
Between September 16, 2025 and June 19, 2026, reported AUM decreased 15.8%, from $1.1B to $947.3M.
Of the latest reported AUM, 92.8% is discretionary and 7.2% is non-discretionary.
The firm reports 11 advisory representatives and 967 clients, or 87.9 clients per representative. That equates to $979.6K in reported AUM per client.
The profile lists 4 reported office locations and 12 years in operation. The source data was last updated on June 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Destiny Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Robert Clark
--
- CRD
- #4191125
- Ownership
- Less than 5%
AUDREY MARIE MANCUSO
Managing Partner
- CRD
- #5324890
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ALAN MOORE BELANGER
--
- CRD
- #6165955
Brian Davis
--
- CRD
- #4075036
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $878,802,039 | $312,075 |
| Non-Discretionary | $68,486,552 | $514,936 |
| Total | $947,288,591 | $321,224 |
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Separately Managed Accounts
SMA allocation detail is available
Destiny Wealth Partners, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Destiny Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.