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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-2005
- Office Locations
- 1
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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID EDMUND LEES
Managing Member, Senior Partner
- CRD
- #2148562
- Ownership
- 5% but less than 10%
JAMES JOSEPH BILES
Chief Compliance Officer, PARTNER
- CRD
- #2402169
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Kartik Aggarwal
--
- CRD
- #7967057
Ethan Samuel Anderson
--
- CRD
- #8198419
Showing 2 of 30 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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