Jeremiah Elijah Wassmer
Investment adviser representative at Destiny Family Office
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$605.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Destiny Family OfficeSep 2025 to now
- Destiny Wealth PartnersMar 2023 to now
- The Lifewealth GroupApr 2022 to Mar 2023
- Ae Medicare Solutions Partnership ProgramJan 2022 to Mar 2023
- Ae Wealth Management, LLCJan 2019 to Mar 2023
- Madison Avenue Securities, LLCSep 2018 to Mar 2023
- The Life Wealth GroupNov 2017 to Apr 2022
- Lewer Financial Advisors, LLCApr 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Destiny Family Office
Legal name: Destiny Family Office, LLC
$605.1MAssets managed
62Clients
8Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6651904
- Firm CRD
- 338015