$947.3M Total AUM
$878.8M Disc. AUM
14.7% 3Y CAGR
26 Employees
967 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Momentum legacy
- Established Date
- 05-28-2014
- Office Locations
- 4
Office Locations
1801 N. Military Trail Suite 120 Boca Raton FL
2100 Lake Eustis Dr. Tavares FL
2520 Burnsed Blvd THE Villages FL
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.
Team overview
39 AVG AGE
$86.1M AVG AUM / ADVISOR
$979.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
26 Employees
11 Advisory Reps
15 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Horizon wave Ridge frontier
Asset Classes
Radial Momentum atlas Timber Optima prime Zenith
Client Personas
Signal value Crest harbor Vector
CRM
Peak catalyst
Custodian
Momentum summit Summit wave Summit unison Summit Quantum summit Atlas Frontier bridge Matrix north
Investment Themes
Vector Legacy
Investment Vehicles
Frontier Prime vector
Platform
Vital glacier
Services
Zenith oak Signal Matrix insight Fusion quantum Vital Alpha Glacier vertex Crest Peak pioneer Crest glacier Summit Horizon
Technology
Eagle
Owner & Executives
R
Robert Clark
--
- CRD
- #4191125
- Ownership
- Less than 5%
(883) 544-5893
bridge.legacy@catalystcapital.com
in linkedin.com/in/prime-capital
A
AUDREY MARIE MANCUSO
Managing Partner
- CRD
- #5324890
- Ownership
- Less than 5%
(305) 927-7292
vertex.prime@ridgecapital.com
in linkedin.com/in/unison-meridian
F
Fusion legacy
Beacon timber
- CRD
- #31389
- Ownership
- 32.3%
(893) 598-4564
alpha.oak@unisoncapital.com
in linkedin.com/in/radial-eagle
Showing 2 of 3 owners & executives
Unlock allContacts
ALAN MOORE BELANGER
--
- CRD
- #6165955
(436) 867-2196
peak.glacier@insightcapital.com
in linkedin.com/in/eagle-foundation
B
Brian Davis
--
- CRD
- #4075036
(554) 570-7565
vital.ember@capitalcapital.com
in linkedin.com/in/north-crest
V
Vertex oak
Focus zenith
- CRD
- #61756
(906) 268-5681
wave.unison@primecapital.com
in linkedin.com/in/alpha-frontier
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $878,802,039 | $444,827 |
| Non-Discretionary | $68,486,552 | $750,490 |
| Total | $947,288,591 | $462,507 |
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Separately Managed Accounts
Total SMA Asset: $947,288,591
Public Funds:
15.3% Equity - Exchange:
6.3% Other:
23.7% Cash:
9.1% Corporate - Investment Grade:
16.5% Municipal Bonds:
14.2% Private Funds:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $712,171,796 | 15.3% |
| Equity - Exchange | $293,247,210 | 6.3% |
| Other | $1,103,168,076 | 23.7% |
| Cash | $423,579,303 | 9.1% |
| Corporate - Investment Grade | $768,028,407 | 16.5% |
| Municipal Bonds | $660,969,902 | 14.2% |
| Private Funds | $693,552,926 | 14.9% |
| Total | $4,654,717,620 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS EAGLE | BEACON INSIGHT | V11MK39HZ | HKS | 8.66% | $105,458,797 |
| OAK CREST | UNISON VERTEX | FRBHANCGF | BMAKQ | 2.88% | $103,601,306 |
| OAK CREST | VALUE INSIGHT | EAKYI714T | OCOD | 7.62% | $30,891,093 |
| BRIDGE CREST | MERIDIAN CAPITAL | 4Z288QNNL | MXB | 12.19% | $68,184,013 |
| CATALYST RIDGE CATALYST | MATRIX RIDGE | WY0ON4OOC | HSE | 1.59% | $47,723,742 |
| SUMMIT UNISON GLACIER | SIGNAL VALUE | 4UHTRAJ7A | OPWF | 10.35% | $112,648,164 |
| CREST CAPITAL | FUSION LEGACY | SACPH6G58 | CIPZ | 2.53% | $29,479,831 |
| FRONTIER VALUE | LEGACY FOCUS | K4KH7KX58 | HKBY | 12.39% | $99,320,827 |