Mycio Wealth Partners, LLC

RIASEC RegisteredEst. 2005

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 and SEC-registered since 2005. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Its stated advisory services include comprehensive financial planning, separate account and pooled vehicle portfolio management for individuals, businesses and institutions, pension consulting, and selection of third‑party advisers. The firm is not identified as an active ESG investor. Mycio Wealth Partners also has dealer/manager-type industry ties — it lists affiliations as a broker-dealer, other investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles. The firm has appeared repeatedly in industry rankings, including multiple Barron’s Top 100 listings (2021–2025), Forbes RIA rankings (2022–2024) and earlier placements from Financial Times and FA Magazine in 2020.