# Mycio Wealth Partners, LLC > 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. - CRD: 134436 - Filed as: MYCIO WEALTH PARTNERS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Philadelphia, PA - Filing period: October 2026 - Form ADV filing dated: July 31, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134436 - AdvisorCensus page: https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436 ## Quick answers **How is Mycio Wealth Partners, LLC compensated?** 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). **How much does Mycio Wealth Partners, LLC charge?** 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. **Where is Mycio Wealth Partners, LLC located?** Mycio Wealth Partners, LLC's principal office is in Philadelphia, PA, according to its Form ADV. **Is Mycio Wealth Partners, LLC registered with the SEC or a state?** Mycio Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134436. **How much does Mycio Wealth Partners, LLC manage?** 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). **How have Mycio Wealth Partners, LLC's assets and staff changed since 2021?** 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. **What types of clients does Mycio Wealth Partners, LLC serve?** 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). **Which custodians does Mycio Wealth Partners, LLC use?** 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. **Does Mycio Wealth Partners, LLC report any disciplinary disclosures?** 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 **Does Mycio Wealth Partners, LLC state an account minimum?** 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" **What changed in Mycio Wealth Partners, LLC's recent Form ADV filings?** In the August 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026) - Account minimum: $1,000,000 (the brochure says it may be waived or negotiated) > 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: $25,000 > *Minimum annual fee will be $25,000 - Flat fee: $10,000 to $300,000 (financial planning and/or consulting services…) > 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 - Hourly rate: $100 to $600 an hour (financial planning and/or consulting services…) > 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 As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $15,780,802,533 - Discretionary: $693,594,106 - Non-discretionary: $15,087,208,427 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 0 | $0 | | High net worth individuals | 923 | $15,502,896,676 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 11 | $162,177,322 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 9 | $115,728,535 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - 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) ### Firm details - Registered since: 2005 (21 years) - Employees: 67 total, 46 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [myciowp.com](https://myciowp.com) - LinkedIn @MYCIO-WEALTH-PARTNERS ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $9,913,015,185 | 48 | March 30, 2021 | | October 2022 | $11,840,125,986 | 54 | March 30, 2022 | | October 2023 | $12,007,381,046 | 59 | March 27, 2023 | | October 2024 | $12,968,143,520 | 63 | March 27, 2024 | | October 2025 | $14,415,669,677 | 64 | March 27, 2025 | | October 2026 | $15,780,802,533 | 67 | July 31, 2026 | 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. ## Changes in the filing (last 12 months) ### August 2026 - Updated its list of owners and control persons (Schedule A). ### April 2026 - Employees performing advisory functions went from 43 to 46. - Registered or notice-filed in MS, NH, OH. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mycio Wealth Partners, LLC (CRD 134436): Form ADV filing data as of October 2026.