Data / Investment advisers / Pennsylvania / Mycio Wealth Partners, LLC
Mycio Wealth Partners, LLC, Philadelphia, PA: $15.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mycio Wealth Partners, LLC is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $15.8 billion in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 5 private funds.
The request: Watch Mycio Wealth Partners, LLC (CRD number 134436): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 134436
- SEC file number
- 801-64053
- SEC status
- Approved, effective April 7, 2005
- Main office
- 3025 JFK Blvd, Suite 710, Philadelphia, PA 19104
- Phone
- (267) 295-2280
- Website
- myciowp.com
- Regulatory AUM
- $15,780,802,533 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $693,594,106
- Non discretionary AUM
- $15,087,208,427
- Accounts
- 8,391
- Employees
- 67, of which 46 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 5: 5 other private funds
- Gross assets of private funds
- $1,097,779,178
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 923 | $15.50 billion |
| Charitable organizations | 11 | $162.2 million |
| Corporations or other businesses | 9 | $115.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $15.78 billion | March 27, 2026 |
| December 1, 2025 | $14.42 billion | March 27, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | Philadelphia | $65.44 billion | 15 | adviserinfo.sec.gov |
| Abrdn Inc. | Philadelphia | $41.48 billion | 25 | adviserinfo.sec.gov |
| Clark Capital Management Group Inc | Philadelphia | $35.69 billion | Not listed | adviserinfo.sec.gov |
| Xponance LLC | Philadelphia | $24.27 billion | Not listed | adviserinfo.sec.gov |
| Fs/Kkr Advisor, LLC | Philadelphia | $16.10 billion | Not listed | adviserinfo.sec.gov |
| Cooke & Bieler, L.P. | Philadelphia | $10.56 billion | Not listed | adviserinfo.sec.gov |
| FS REIT Advisor, LLC | Philadelphia | $9.10 billion | Not listed | adviserinfo.sec.gov |
| LLR Management HOLDCO, L.P. | Philadelphia | $7.57 billion | 19 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Mycio Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.