MW
MYCIO WEALTH PARTNERS, LLC
SEC RegisteredPHILADELPHIA, PAhttps://myciowp.com267-295-2280
Assets Under Management
$5B–$25B
Employees
67
Office Locations
1 office
Total Accounts
8391
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 923 | $15.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
20 total clients reported on Form ADV.
Leadership
James Joseph Biles
MEMBER; CHIEF COMPLIANCE OFFICER (1/2007)
David Edmund Lees
MANAGING MEMBER
Paul Joseph Bracaglia
MEMBER
Lp Amg Wealth Partners
MEMBER
Inc. Affiliated Managers Group
GENERAL PARTNER
Office locations
1 office in 1 state
PA
PHILADELPHIAHQ
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
CRD number
#134436
SEC Number
801-64053
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
myciowp.comPhone
267-295-2280Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MYCIO WEALTH PARTNERS, LLC 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 the SEC or FINRA websites before making any decision.