Mycio Wealth Partners, LLC
SEC RegisteredIndependent. Objective. Built Around You.
About the firm
myCIO Wealth Partners provides high-net-worth individuals, families, endowments, benefit plans, and trusts with fiduciary investment leadership and strategic financial guidance, managing over $15 billion in assets. The firm operates as an independent, fee-only registered investment advisor guided by fiduciary principles and a four-phase investment framework.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
High-net-worth individuals (including more than 50 former or current Fortune 500 executives), families, endowments, benefit plans, trusts, corporate executives, and institutions.
Leadership
Office locations
Advisors at this firm
28 advisors in the directory
Regulatory & compliance
Data as of July 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
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.
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