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MYCIO WEALTH PARTNERS, LLC
CRD 134436File 801-64053
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 64 | 67 | increased by3 |
| Apr 1, 2026 | Clients | 908 | 943 | increased by35 |
| Apr 1, 2026 | AUM | $14,415,669,677 | $15,780,802,533 | increased by$1,365,132,856 |
| Apr 1, 2026 | Accounts | 8,011 | 8,391 | increased by380 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 64 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 834 | 908 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,840,125,986 | $14,415,669,677 | increased by$2,575,543,691 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,923 | 8,011 | increased by1,088 |
| Apr 1, 2022 | Employees | 48 | 54 | increased by6 |
| Apr 1, 2022 | Clients | 798 | 834 | increased by36 |
| Apr 1, 2022 | AUM | $9,913,015,185 | $11,840,125,986 | increased by$1,927,110,801 |
| Apr 1, 2022 | Accounts | 6,533 | 6,923 | increased by390 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MYCIO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MYCIO WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.