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MYCIO WEALTH PARTNERS, LLC
CRD 134436File 801-64053
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.78B
Top 10% of cohort (national)
Discretionary AUM
$693.6M
Non-discretionary $15.09B
Clients
943
8,391 accounts
Employees
67
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 7, 2005
- Principal office
- 3025 JFK BLVD, SUITE 710, PHILADELPHIA, PA, 19104-5976
- Phone
- 267-295-2280
- Website
- HTTP://WWW.MYCIOWP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.78B
- Discretionary AUM
- $693.6M
- Non-discretionary AUM
- $15.09B
- Discretionary accounts
- 151
- Non-discretionary accounts
- 8,240
- Total accounts
- 8,391
- AUM per client
- $16.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $115.7M |
| Charitable organizations | 11 | $162.2M |
| High net worth individuals | 923 | $15.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

