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(Westlake, TX), with $611M, National Financial Services LLC (Boston, MA), with $182M and First Trust Portfolios L.P. (Wheaton, IL), with $136M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Destiny Wealth Partners have?","answer":"Destiny Wealth Partners has 15 investment adviser representatives registered with state securities authorities, out of 26 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Destiny Wealth Partners invest in?","answer":"At the end of its last fiscal year, Destiny Wealth Partners’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 15% other, 4% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 15% other category is described as: Registrant Manages A De Minimis Amount of Non-Exchange Traded Securities and  US Treasury Fixed Income Securities. Private Investment Funds, Including Destiny Alternative Fund Pooled Investment Vehicle Are Held As Positions in Client Accounts.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Destiny Wealth Partners?","answer":"Destiny Wealth Partners is owned through a holding company by Thomas H. Ruggie Revocable Trust, Dated January 18, 2001, As Amended. Its direct owner is Panormos Capital Group, Inc. 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