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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2005
- Office Locations
- 2
Office Locations
About Mycio Wealth Partners, LLC
myCIO Wealth Partners is an independent, fee-only fiduciary advisory firm in Philadelphia providing investment leadership and strategic financial guidance for high-net-worth individuals and families, as well as endowments, benefit plans, and trusts. The team builds process-driven, personalized multi-asset portfolios (public and private funds, ETFs, and fixed income) and does not sell products or take commissions. Two advisors ranked top 10 Forbes Best-in-State (PA East, 2024).
Reported data analysis
What the numbers show
Between March 27, 2025 and July 31, 2026, reported AUM increased 9.5%, from $14.4B to $15.8B.
Across 5 reported observations, AUM increased 33.3% between March 30, 2022 and July 31, 2026, from $11.8B to $15.8B.
Of the latest reported AUM, 4.4% is discretionary and 95.6% is non-discretionary.
The firm reports 46 advisory representatives and 963 clients, or 20.9 clients per representative. That equates to $16.4M in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAMES JOSEPH BILES
Chief Compliance Officer, PARTNER
- CRD
- #2402169
- Ownership
- 5% but less than 10%
DAVID EDMUND LEES
Managing Member, Senior Partner
- CRD
- #2148562
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Kartik Aggarwal
--
- CRD
- #7967057
Ethan Samuel Anderson
--
- CRD
- #8198419
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $693,594,106 | $4,593,338 |
| Non-Discretionary | $15,087,208,427 | $1,830,972 |
| Total | $15,780,802,533 | $1,880,682 |
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Separately Managed Accounts
SMA allocation detail is available
Mycio Wealth Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mycio Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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