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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

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 typeClientsAUM
Other9$115.7M
Charitable organizations11$162.2M
High net worth individuals923$15.50B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.