{
  "crd_number": 134436,
  "slug": "mycio-wealth-partners-llc-philadelphia-pa-134436",
  "primary_business_name": "MYCIO WEALTH PARTNERS, LLC",
  "legal_name": "MYCIO WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-04-07",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-07-31",
  "carried_forward": false,
  "raum_total": 15780802533.0,
  "raum_discretionary": 693594106.0,
  "raum_non_discretionary": 15087208427.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 67,
  "advisory_employees": 46,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 162177322.0,
      "count": 11
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 15502896676.0,
      "count": 923
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 115728535.0,
      "count": 9
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "MS",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/MYCIO-WEALTH-PARTNERS",
    "https://myciowp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134436",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436",
  "display_name": "Mycio Wealth Partners, LLC",
  "summary": "Mycio Wealth Partners, LLC is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.",
  "citation": "AdvisorCensus. Mycio Wealth Partners, LLC (CRD 134436): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Mycio Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mycio Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Mycio Wealth Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 31, 2026 states: Flat fee: $10,000 to $300,000 (financial planning and/or consulting services…); Hourly rate: $100 to $600 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mycio Wealth Partners, LLC located?",
      "a": "Mycio Wealth Partners, LLC's principal office is in Philadelphia, PA, according to its Form ADV."
    },
    {
      "q": "Is Mycio Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Mycio Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134436."
    },
    {
      "q": "How much does Mycio Wealth Partners, LLC manage?",
      "a": "Mycio Wealth Partners, LLC reports $15,780,802,533 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (4% discretionary)."
    },
    {
      "q": "How have Mycio Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mycio Wealth Partners, LLC: Regulatory assets under management: $9,913,015,185 in the October 2021 data and $15,780,802,533 in the October 2026 data, up 59%. Total employees: 48 in October 2021 and 67 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mycio Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (923); charitable organizations (11); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Mycio Wealth Partners, LLC use?",
      "a": "Mycio Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mycio Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134436"
    },
    {
      "q": "Does Mycio Wealth Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 31, 2026 says: \"The Registrant generally requires a minimum of $1,000,000 of investible assets for investment advisory services. The Registrant, in its sole discretion, may charge a lesser investment management fee and/or waive or reduce its minimum asset requirement based upon certain criteria\""
    },
    {
      "q": "What changed in Mycio Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 9913015185.0,
      "total_employees": 48,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 11840125986.0,
      "total_employees": 54,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12007381046.0,
      "total_employees": 59,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12968143520.0,
      "total_employees": 63,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 14415669677.0,
      "total_employees": 64,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15780802533.0,
      "total_employees": 67,
      "filing_date": "2026-07-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 43 to 46.",
        "Registered or notice-filed in MS, NH, OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$25,000",
    "planning_fees": [
      "Flat fee: $10,000 to $300,000 (financial planning and/or consulting services…)",
      "Hourly rate: $100 to $600 an hour (financial planning and/or consulting services…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Registrant generally requires a minimum of $1,000,000 of investible assets for investment advisory services. The Registrant, in its sole discretion, may charge a lesser investment management fee and/or waive or reduce its minimum asset requirement based upon certain criteria"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $25,000"
        ],
        "quotes": [
          "*Minimum annual fee will be $25,000"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 to $300,000 (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range between $10,000 and $300,000 on a fixed fee basis, and between $100 and $600 on an hourly rate basis, depending"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $600 an hour (financial planning and/or consulting services…)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range between $10,000 and $300,000 on a fixed fee basis, and between $100 and $600 on an hourly rate basis, depending"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": 25000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 10000.0,
          "max": 300000.0,
          "period": "one_time",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 600.0,
          "period": "hour",
          "service": "financial planning and/or consulting services (including investment and non-investment related matters, including estate"
        }
      ]
    },
    "quotes": [
      "The Registrant generally requires a minimum of $1,000,000 of investible assets for investment advisory services. The Registrant, in its sole discretion, may charge a lesser investment management fee and/or waive or reduce its minimum asset requirement based upon certain criteria",
      "*Minimum annual fee will be $25,000",
      "Registrant’s planning and consulting fees are negotiable, but generally range between $10,000 and $300,000 on a fixed fee basis, and between $100 and $600 on an hourly rate basis, depending",
      "Registrant’s planning and consulting fees are negotiable, but generally range between $10,000 and $300,000 on a fixed fee basis, and between $100 and $600 on an hourly rate basis, depending"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 923,
      "fewer_than_5": false,
      "raum": 15502896676.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 162177322.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 115728535.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/134436",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}