Wealth manager, public-company owned · Philadelphia, PA
Mycio Wealth Partners, LLC
SEC-registered investment adviser · CRD 134436 · SEC 801-64053
At a glance
Mycio Wealth Partners, LLC is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $16B in regulatory assets under management as of its Form ADV filed July 31, 2026. It reports 923 individual clients, 923 of them high-net-worth, holding an average of about $17 million each, and 67 employees. That ranks it 59th among the nation’s 5,657 independent wealth management RIAs and 2nd of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 267-295-2280myciowp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among independent wealth managers
- #59 of 5,657
- Rank among all SEC RIAs
- #1,011 of 17,210
- Rank in Pennsylvania
- #2 of 260
- Individual clients
- 923
- High-net-worth clients
- 923
- Accounts
- 8,391
- Discretionary
- 4% of AUM
- Employees
- 67
- Advisory staff
- 46
- Offices
- 1
Owners and executives on its Form ADV
- James J. BilesMember; Chief Compliance Officer (1/2007)
- David E. LeesManaging Member
- Adrian G. VeruecoMember; Chief Financial Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 923 | $16B | 98% |
| Charitable organizations | 11 | $162M | 1% |
| Corporations or other businesses | 9 | $116M | <1% |
Private funds
Mycio Wealth Partners, LLC reports 5 private funds with $1.1B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Mycio Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗myciowp.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Vanguard Advisers, Inc.Malvern | $345B | 791,495 |
| Great Valley Advisor Group, LLCBerwyn | $11B | 36,836 |
| Callan Family Office, LLCRadnor | $10B | 170 |
| Wealthcare Advisory Partners LLCWest Chester | $8.3B | 10,696 |
| Confluence Financial PartnersMcMurray | $7.8B | 5,148 |
| Hbks Wealth AdvisorsErie | $7.7B | 7,344 |
Compare Mycio Wealth Partners, LLC with
- Mycio Wealth Partners, LLC vs Vanguard Advisers, Inc. $345B · Malvern, PA
- Mycio Wealth Partners, LLC vs Citizens Private Wealth $17B · Tarrytown, NY
- Mycio Wealth Partners, LLC vs Independent Financial Partners $16B · Tampa, FL
- Mycio Wealth Partners, LLC vs Evercore Wealth Management, LLC $16B · New York, NY
- Mycio Wealth Partners, LLC vs Osaic Advisory Services, LLC $15B · Atlanta, GA
- Mycio Wealth Partners, LLC vs Great Valley Advisor Group, LLC $11B · Berwyn, PA
Background
Questions
How much does Mycio Wealth Partners, LLC manage?
Mycio Wealth Partners, LLC reports $16B in regulatory assets under management across 8,391 accounts, 4% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
How many clients does Mycio Wealth Partners, LLC have?
It reports 923 individual clients: 923 high-net-worth individuals and 0 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Mycio Wealth Partners, LLC headquartered?
Its main office is in Philadelphia, Pennsylvania. It reports 1 office in total and 67 employees, 46 of whom perform investment advisory functions.
How does Mycio Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Mycio Wealth Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 31, 2026, it reports these amounts held: Charles Schwab ($9.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Mycio Wealth Partners, LLC a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Mycio Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Mycio Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Mycio Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →