Wealth Manager
    SEC Registered
    Manages Private Funds

    Mycio Wealth Partners, LLC

    Registered investment advisor · Philadelphia, Pennsylvania · CRD #134436

    Assets Under Management
    $15.8B
    Client Accounts
    8,391
    Employees
    67
    CRD Number
    134436
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mycio Wealth Partners, LLC

    myCIO Wealth Partners, LLC is an independent financial advisory firm based in Philadelphia, established in 2005. The firm specializes in comprehensive financial counseling and investment management services tailored for high-net-worth individuals, corporate executives, families, endowments, trusts, and institutions. As a fiduciary advisor, myCIO emphasizes independence by avoiding product sales or commissions. The firm offers customized financial counseling that includes asset allocation, inves

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Mycio Wealth Partners, LLC

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    Frequently Asked Questions

    What is Mycio Wealth Partners, LLC's AUM?

    Mycio Wealth Partners, LLC reports approximately $15.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mycio Wealth Partners, LLC headquartered?

    Mycio Wealth Partners, LLC is headquartered in Philadelphia, Pennsylvania.

    What is Mycio Wealth Partners, LLC's CRD number?

    Mycio Wealth Partners, LLC's CRD number is 134436. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mycio Wealth Partners, LLC manage?

    Mycio Wealth Partners, LLC manages approximately 8,391 client accounts according to its latest SEC filing.

    Is Mycio Wealth Partners, LLC SEC registered?

    Yes, Mycio Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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