MYCIO WEALTH PARTNERS, LLC

CRD 134436 · SEC 801-64053

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2929 WALNUT STREET, SUITE 1200, PHILADELPHIA, PA, 19104-5172, United States

Phone

267-295-2280

Fax

267-295-2279

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$15.78B

Discretionary AUM

$693.6M

Team

67 total employees; 46 advisory reps; 20 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	923	$15.50B
Charitable organizations	11	$162.2M
Corporations/business entities	9	$115.7M

States served

AZ, CA, CO, DE, DC, GA, IL, MD, MA, MS, MT, NJ, NY, NC, OH, OR, PA, SC, TN, VA, TX, NH, CT, FL

All web addresses on file

HTTP://WWW.MYCIOWP.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/MYCIO-WEALTH-PARTNERS/

Official SEC filing: View on IAPD