{"url":"https://nivawealth.com/firms/mycio-wealth-partners-134436","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134436","regulatoryAum":15780802533,"crd":"134436","secFileNumber":"801-64053","legalName":"Mycio Wealth Partners, LLC","displayName":"Mycio Wealth Partners","website":"http://www.myciowp.com","linkedinUrl":"https://www.linkedin.com/company/mycio-wealth-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3025 JFK BLVD, Suite 710","city":"Philadelphia","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19104-5976"},"tradeNames":[],"registration":{"secApproved":"7 April 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":67,"advisory":46,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":693594106,"discretionaryAccounts":151,"nonDiscretionary":15087208427,"nonDiscretionaryAccounts":8240,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":20},"clientTypes":[{"label":"High-net-worth individuals","clients":923,"regulatoryAum":15502896676},{"label":"Charitable organizations","clients":11,"regulatoryAum":162177322},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":115728535}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":9169225677}],"custodyNote":"Mycio Wealth Partners has custody of $3.72B for 569 clients.","otherCustodians":[],"leadership":[{"name":"Adrian Verueco","title":"Member; Chief Financial Officer","crd":"7357986"},{"name":"James Biles","title":"Member; Chief Compliance Officer (1/2007)","crd":"2402169"},{"name":"David Lees","title":"Managing Member","crd":"2148562"}],"ownership":[{"label":"James Biles","detail":"Member; chief compliance officer (1/2007) in the 5% to 10% ownership band and a control person, since March 2005."},{"label":"David Lees","detail":"Managing member in the 5% to 10% ownership band and a control person, since March 2005."},{"label":"Union Acquisition, LLC","detail":"Manager member in the 50% to 75% ownership band, since October 2015."},{"label":"Amg Wealth Partners, LP","detail":"Indirect owner: a sole member of Union Acquisition, LLC in the 75% or more band and a control person, since June 2015.","parent":"Union Acquisition, LLC"},{"label":"Affiliated Managers Group, Inc.","detail":"Indirect owner: a sole shareholder of Amg WP GP Holdings Corp. in the 75% or more band and a control person, since December 2011.","parent":"Amg WP GP Holdings Corp."},{"label":"Amg WP LP Holdings, LLC","detail":"Indirect owner: a limited partner of Amg Wealth Partners, LP in the 75% or more band and a control person, since March 2011.","parent":"Amg Wealth Partners, LP"},{"label":"Amg WP GP Holdings Corp.","detail":"Indirect owner: general partner of Amg Wealth Partners, LP and a control person, since December 2011.","parent":"Amg Wealth Partners, LP"},{"label":"Affiliated Manager Group, Inc.","detail":"Indirect owner: a series a member and manager of Amg WP LP Holdings, LLC in the 75% or more band and a control person, since March 2011.","parent":"Amg WP LP Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"3025 JFK BLVD, Suite 710","city":"Philadelphia","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"267-295-2280","stateRegisteredReps":38,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"Non-exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":9},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":47},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":23},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":5},"sources":{"adv1FilingDate":"31 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/134436/PDF/134436.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mycio Wealth Partners have?","answer":"Mycio Wealth Partners has 943 clients and manages $15.8 billion for them, as of July 2026. They include 923 high-net-worth individuals, 11 charitable organizations and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mycio Wealth Partners offer?","answer":"Mycio Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mycio Wealth Partners use?","answer":"Mycio Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $9,169,225,677. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mycio Wealth Partners have?","answer":"Mycio Wealth Partners has 38 investment adviser representatives registered with state securities authorities, out of 67 employees, and 46 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mycio Wealth Partners invest in?","answer":"At the end of its last fiscal year, Mycio Wealth Partners’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 23% pooled vehicles (private funds and similar), 13% exchange-traded equities, 9% state and local bonds, 3% non-exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents and 1% investment grade corporate bonds. It advises 5 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mycio Wealth Partners?","answer":"Mycio Wealth Partners is owned through a chain of holding companies by Affiliated Managers Group, Inc. and Affiliated Manager Group, Inc. Its direct owners are James Biles (5% to 10%), David Lees (5% to 10%) and Union Acquisition, LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mycio Wealth Partners get paid?","answer":"Mycio Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/mycio-wealth-partners-134436/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-12","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1371726/000137172626000010/0001371726-26-000010-index.html","totalValue":535009185,"positionCount":49,"top10Share":0.8866720933024729,"top10":[{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":335658204,"shares":985086,"shareType":"SH","priorValue":309772021,"priorShares":950425},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":23895945,"shares":247421,"shareType":"SH","priorValue":22139096,"priorShares":244550},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}