RIA Intel›Advisers›Pennsylvania›MYCIO WEALTH PARTNERS, LLC

MYCIO WEALTH PARTNERS, LLC

Advisory

N·PHILADELPHIA, PA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$15.8B

1-Year AUM Growth

+11.2%

3-Year CAGR

+6.8%

Employees

46

Assets Under Management

Total AUM$15.8B

Discretionary AUM$694M

Non-Discretionary AUM$15.1B

Discretionary %4.4%

Total Clients908

Team

Total Employees46

Investment Advisers67

Employee Growth (1Y)-2.3%

Filing History

Total Filings on Record46

First FilingMar 9, 2005

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MYCIO WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.