Mycio Wealth Partners, LLC

RIASEC Registered

Total AUM

$15.8B

Discretionary

$694M

4% of AUM

Avg account

$1.9M

Accounts

8,391

Employees

Advisory reps

Firm details

Headquarters: Philadelphia, Pennsylvania
CRD number: 134436
Registered since: April 7, 2005
Website: www.myciowp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.24%
Charitable Organizations1.03%
Corporations / Businesses0.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mycio Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2005. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee models include percentage-of-AUM pricing along with hourly and fixed-fee engagements, and its advisory scope covers financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, management of pooled investment vehicles, pension consulting services, and the selection of sub‑advisers. The firm maintains several industry relationships beyond its RIA registration: it is affiliated with broker‑dealer activity, serves as or works with other investment advisers and CPO/CTAs, and acts as sponsor/GP or managing member of pooled investment vehicles. Mycio Wealth Partners does not characterize itself as an active ESG investor. Mycio Wealth Partners has appeared on multiple industry lists and rankings in recent years, including placements in Barron’s Top 100 RIA Firms (2021–2025), Forbes’ lists (2022–2024), FA Magazine and the Financial Times in 2020.