Mycio Wealth Partners, Llc
SEC-registered
Multi-Family Office · Large ($10B–$100B)
CRD 134436
· SEC file 801-64053
· Philadelphia, PA
· WWW.MYCIOWP.COM
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $15.8B
- Discretionary
- $694M
- Clients
- 943
- Avg AUM / client
- $16.7M
- Accounts
- 8,391
- Employees
- 67
AUM over time
$5.1B
$15.8B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Investments (13F portfolio — 49 positions, $501,709,298)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Chubb Ltd Switz | COM | $309,772,021 | 950,425 | 61.7% | 1.96% |
| 2 | Ishares Tr | CORE MSCI EAFE | $22,139,096 | 244,550 | 4.41% | 0.14% |
| 3 | Ishares Tr | CORE S&P500 ETF | $20,299,668 | 31,077 | 4.05% | 0.13% |
| 4 | State Str Spdr S&P 500 Etf T | TR UNIT | $18,716,875 | 28,780 | 3.73% | 0.12% |
| 5 | Apple Inc | COM | $15,711,632 | 61,908 | 3.13% | 0.1% |
| 6 | Ishares Tr | MSCI EAFE ETF | $12,343,710 | 127,084 | 2.46% | 0.08% |
| 7 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $10,206,734 | 159,281 | 2.03% | 0.06% |
| 8 | Vanguard Specialized Funds | DIV APP ETF | $10,178,306 | 47,328 | 2.03% | 0.06% |
| 9 | Proshares Tr | S&P 500 DV ARIST | $9,848,229 | 92,899 | 1.96% | 0.06% |
| 10 | Invesco Currencyshares Euro | EURO SHS | $9,469,698 | 88,759 | 1.89% | 0.06% |
| 11 | Kkr & Co Inc | COM | $7,745,303 | 83,733 | 1.54% | 0.05% |
| 12 | Ishares Tr | RUS 1000 GRW ETF | $7,663,507 | 17,973 | 1.53% | 0.05% |
| 13 | Broadstone Net Lease Inc | COM | $5,341,669 | 292,374 | 1.06% | 0.03% |
| 14 | Ishares Tr | RUS MID CAP ETF | $4,835,189 | 49,729 | 0.96% | 0.03% |
| 15 | Spdr Series Trust | STATE STREET SPD | $4,448,236 | 30,480 | 0.89% | 0.03% |
| 16 | Vanguard Index Fds | SMALL CP ETF | $3,723,812 | 14,217 | 0.74% | 0.02% |
| 17 | Ishares Tr | RUSSELL 2000 ETF | $3,571,543 | 14,401 | 0.71% | 0.02% |
| 18 | Lockheed Martin Corp | COM | $3,167,004 | 5,240 | 0.63% | 0.02% |
| 19 | Ishares Inc | CORE MSCI EMKT | $2,808,419 | 40,264 | 0.56% | 0.02% |
| 20 | Air Products And Chemicals I | COM | $2,287,900 | 7,876 | 0.46% | 0.01% |
| 21 | Ishares Tr | RUS 1000 VAL ETF | $1,862,096 | 8,715 | 0.37% | 0.01% |
| 22 | Ishares Tr | MSCI EMG MKT ETF | $1,841,270 | 32,422 | 0.37% | 0.01% |
| 23 | Ishares Tr | EAFE VALUE ETF | $1,370,559 | 18,434 | 0.27% | 0.01% |
| 24 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $1,207,247 | 6,290 | 0.24% | 0.01% |
| 25 | Alphabet Inc | CAP STK CL A | $1,093,304 | 3,802 | 0.22% | 0.01% |
Top 25 of 49 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 923 | $15.5B | 98.2% |
| Charitable organizations | 11 | $162M | 1.03% |
| Corporations and other businesses | 9 | $116M | 0.73% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rus Partners, Lp | Other Private Fund | Delaware | $414M | 186 |
| Ref Partners, Lp | Other Private Fund | Delaware | $285M | 231 |
| Rsdf Partners, Lp | Other Private Fund | Delaware | $139M | 62 |
| Rsf Partners, Lp | Other Private Fund | Delaware | $131M | 81 |
| Rspac Partners, Lp | Other Private Fund | Delaware | $80.3M | 36 |
| Brp Ii, Lp | Other Private Fund | Delaware | $7.7M | 11 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Dana Non Union Retiree Veba Trust EIN 207392576 | Chicago, IL | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wolfspeed, Inc. 401(k) Plan Wolfspeed, Inc. | 2024 | |
| National Express Safe Harbor 401 K Plan Durham School Services, L.P. | 2024 | |
| Saul Ewing Retirement Plan Saul Ewing Llp | 2024 |
People (35)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Edmund Lees | Managing Member | CFA | Mar 2005 (21y) | 10% – 25% |
| James Joseph Biles | Member; Chief Compliance Officer (1/2007) | CFA | Mar 2005 (21y) | 5% – 10% |
| Paul Joseph Bracaglia | Member | Sep 2007 (19y) | Less than 5% | |
| Verueco, Adrian, Gabriel | Chief Financial Officer | Oct 2016 (10y) | Less than 5% | |
| James Lee Henry | Registered representative | Feb 2006 (20y) | ||
| Robert Joseph Shaw | Registered representative | CFP CFA | Feb 2006 (20y) | |
| Justin D Pagliei | Registered representative | CFP CFA | Sep 2006 (20y) | |
| Michael Domenic Finelli | Registered representative | Sep 2007 (19y) | ||
| Philip Bonelli | Registered representative | Sep 2007 (19y) | ||
| Christopher Dylan Morello | Registered representative | CFP Chartered Financial Consultant | Jul 2009 (17y) | |
| Stephen James Rennard | Registered representative | CFP | Sep 2009 (17y) | |
| David Conlen Gehring | Registered representative | CFP | Oct 2009 (17y) | |
| Jonathan Peter Michewicz | Registered representative | CFA | Nov 2010 (16y) | |
| Bruce Jonathan Fenster | Registered representative | CFP | Jun 2012 (14y) | |
| William John Stanley | Registered representative | Jan 2016 (11y) | ||
| Anthony John Voce | Registered representative | Oct 2016 (10y) | ||
| Jackson Davey | Registered representative | Oct 2017 (9y) | ||
| Zachary Tyler Tierno | Registered representative | Dec 2019 (7y) | ||
| Rob Roy Mc Lallen | Registered representative | Jan 2020 (7y) | ||
| Timothy Tomalavage | Registered representative | Jan 2022 (5y) | ||
| Ross Vincent Harryhill | Registered representative | Jun 2022 (4y) | ||
| Ethan Joseph Kohanik | Registered representative | Jul 2022 (4y) | ||
| Kaley Elizabeth Ryan | Registered representative | Aug 2023 (3y) | ||
| Devin Scott Musser | Registered representative | Dec 2023 (3y) | ||
| Daniel David Lugo Villegas | Registered representative | Jul 2024 (2y) | ||
| Kartik Aggarwal | Registered representative | Oct 2024 (2y) | ||
| Kenneth Donald Briscoe | Registered representative | Jun 2025 (1y) | ||
| William Thomas Resweber | Registered representative | Aug 2025 (1y) | ||
| Jacob Parker Hille | Registered representative | Sep 2025 (1y) | ||
| Paul Anthony Fontanes | Registered representative | Oct 2025 (1y) | ||
| Ethan Samuel Anderson | Registered representative | Dec 2025 (1y) | ||
| Jackson P Crowe | Registered representative | Dec 2025 (1y) | ||
| Jonathan Chien Shen Huang | Registered representative | Jan 2026 (1y) | ||
| Ryan Joseph Soehnel | Registered representative | Mar 2026 (0y) | ||
| Alina Semykina | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Union Acquisition, Llc | Manager Member | Oct 2015 | A | 50% – 75% |
| Amg Wealth Partners, Lp | Sole Member | Jun 2015 | B | ≈ 37.5% – 75% via Union Acquisition, Llc |
| Affiliated Managers Group, Inc. | Sole Shareholder | Dec 2011 | B | 75% or more of Amg Wp Gp Holdings Corp. (indirect) |
| Amg Wp Lp Holdings, Llc | Limited Partner | Mar 2011 | B | ≈ 28.13% – 75% via Amg Wealth Partners, Lp |
| Affiliated Manager Group, Inc. | Series A Member And Manager | Mar 2011 | B | ≈ 21.09% – 75% via Amg Wp Lp Holdings, Llc |
| Amg Wp Gp Holdings Corp. | General Partner | Dec 2011 | B | GP / trustee / elected manager of Amg Wealth Partners, Lp (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Amg Wealth Partners, Lp: 75% – 100% of Union Acquisition, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Amg Wp Lp Holdings, Llc: 75% – 100% of Amg Wealth Partners, Lp × 75% – 100% of Union Acquisition, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Affiliated Manager Group, Inc.: 75% – 100% of Amg Wp Lp Holdings, Llc × 75% – 100% of Amg Wealth Partners, Lp × 75% – 100% of Union Acquisition, Llc × 50% – 75% direct ≈ 21.09% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rus Partners, Lp | Other Private Fund | $414M | $250K | 186 |
| Ref Partners, Lp | Other Private Fund | $285M | $250K | 231 |
| Rsdf Partners, Lp | Other Private Fund | $139M | $250K | 62 |
| Rsf Partners, Lp | Other Private Fund | $131M | $250K | 81 |
| Rspac Partners, Lp | Other Private Fund | $80.3M | $250K | 36 |
| Brp Ii, Lp | Other Private Fund | $7.7M | $250K | 11 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wolfspeed, Inc. 401(k) Plan | Wolfspeed, Inc. | 4,007 | $505M | 01/01/2024 |
| National Express Safe Harbor 401 K Plan | Durham School Services, L.P. | 17,262 | $130M | 01/01/2024 |
| Saul Ewing Retirement Plan | Saul Ewing Llp | 869 | $489M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Dana Non Union Retiree Veba Trust | Public charity | $40.0M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $9.2B (58% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗