AdFi
WT

William Thomas Resweber

Investment Adviser Representative at Mycio Wealth Partners, LLC

Philadelphia, PACRD #8127653Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Thomas Resweber is an investment adviser representative with Mycio Wealth Partners, LLC in Philadelphia, PA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.

Office

3025 Jfk Blvd, Suite 710
Philadelphia, PA 19104-5976

Advisors at this office: 26

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/2/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mycio Wealth Partners, LLCCurrent
8/2/2025 – Philadelphia, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. myCIO Wealth Partners, LLC
    Jun 2024 – no end date reportedPhiladelphia, PA
  2. myCIO Wealth Partners, LLC
    Mar 2023 – Sep 2023Philadelphia, PA
  3. Macquarie Asset Management
    Mar 2022 – Sep 2022Philadelphia, PA
  4. Drexel University
    Sep 2019 – Jun 2024Philadelphia, PA
  5. Strath Haven High School
    Sep 2015 – Sep 2019Wallingford, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mycio Wealth Partners, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Personal CFO-style guidance for wealth preservation, generational transfer, and goals-based investing; custom planning for concentrated stock, deferred compensation, and complex equity; outsourced CIO services, investment policy oversight, and long-term portfolio management for institutions and endowments.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Fiduciary Investment LeadershipOutsourced CIOHigh-net-worth IndividualsWealth PreservationGenerational TransferConcentrated StockDeferred CompensationEndowment ManagementGoals-based InvestingIndependent AdviceCFA+3 more

Client types the firm serves

High Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
28
Offices listed on AdvisorFinder:
1
Main office:
Philadelphia, PA
SEC file number:
801-64053

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Mycio Wealth Partners, LLC

Showing 12 of 28 in the directory

View Mycio Wealth Partners, LLC firm profile

Similar advisors in Philadelphia, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Thomas Resweber has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
William Thomas Resweber (Mycio Wealth Partners)