Eliza Kwentus
Destiny Wealth Partners · Winter Park, Florida
Eliza Kwentus is a fee-only financial advisor at Destiny Wealth Partners in Winter Park, Florida. Destiny Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Destiny Wealth Partners |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $947.3M across 2,949 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6399456 |
| Exams passed | Series 66 (2015) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | destinyprivatetrust.com |
| Profile |
How Eliza's firm compares
- Destiny Wealth Partners's average account is about $321,000, from its Form ADV (assets managed divided by 2,949 accounts).
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Questions about Eliza
Is Eliza Kwentus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eliza holds no broker registration, and Destiny Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eliza charge for financial advice?
Eliza's firm, Destiny Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Eliza Kwentus based?
Eliza Kwentus is based in Winter Park, Florida.
Is Eliza Kwentus registered with the SEC?
Yes. Eliza Kwentus is registered as an investment adviser representative in FL (CRD 6399456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Wealth Partners manage?
Destiny Wealth Partners reports $947.3M across 2,949 accounts in assets under management.
How do I contact Eliza Kwentus?
Through Eliza's website, destinyprivatetrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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