DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Mycio Wealth Partners, LLC

Independent wealth managerPhiladelphia, PennsylvaniaCRD 134436SEC 801-64053websiteIAPD
Latest filing Jul 31, 2026
First filing on the tape Mar 30, 2012 · 30 filings
SEC status approved since Apr 7, 2005
RAUM
$16B
reported, Item 5.F
Discretionary
4.4%
of RAUM
Private clients
98%
$16B individuals and HNW
Advisors
32
registered through the firm on IAPD
RAUM per advisor
$493M
derived; firm RAUM over IAPD count
Employees
67
46 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$16B as of Jul 31, 2026
Mar 30, 2012$5.5B then
HNW client RAUM$16B as of Jul 31, 2026
Mar 28, 2018$6.2B then
State-registered IARs (5.B.3)38 as of Jul 31, 2026
Mar 30, 20120 then
Employees (5.A)67 as of Jul 31, 2026
Mar 28, 201333 then
Private funds5 as of Jul 31, 2026
Mar 30, 20126 then
RAUM +9.5% over the last fiscal year+9.5% a year over threeIARs 34 to 38
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
  • RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
  • UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
RAUM per advisor
$478MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
28derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$16.8MderivedHNW RAUM over HNW clients
Average account
$1.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
4.4%derivedof RAUM
Institutional
1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
33.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+9.5%derivedbetween the last two annual amendments
Advisor growth, one year
+12%derivedItem 5.B.3 between annual amendments
Client growth, one year
+3.7%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients
500reportedItem 5.H
Custody
$3.7B, 569 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$16B98%
  • Charitable organizations$162M1.0%
  • Corporations and businesses$116M0.7%
Individual clients
0reported
HNW clients
923reported
Pension plan clients
0reported
Charitable clients
11reported
Accounts
8,391reported
Financial planning clients
500reported
Wrap fee programs
noreported
Custody of client assets
$3.7B for 569 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
33 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
David Edmund LeesChartered Financial AnalystPhiladelphia, PaApr 7, 200534 y1
James Joseph BilesChartered Financial AnalystPhiladelphia, PaApr 7, 200533 y1
Robert Joseph ShawCertified Financial Planner, Chartered Financial AnalystPhiladelphia, PaFeb 13, 200632 y1
James Lee HenryPhiladelphia, PaFeb 13, 200627 y1
Justin D PaglieiCertified Financial Planner, Chartered Financial AnalystPhiladelphia, PaSep 4, 200620 y0
Christopher Dylan MorelloCertified Financial Planner, Chartered Financial ConsultantPhiladelphia, PaJul 8, 200920 y0
Stephen James RennardCertified Financial PlannerPhiladelphia, PaSep 4, 200917 y0
David Conlen GehringCertified Financial PlannerPhiladelphia, PaOct 27, 200920 y0
Jonathan Peter MichewiczChartered Financial AnalystPhiladelphia, PaNov 15, 201016 y0
William John StanleyPhiladelphia, PaJan 20, 201611 y0
Anthony John VocePhiladelphia, PaOct 25, 201610 y1
Zachary Tyler TiernoPhiladelphia, PaDec 11, 201910 y0
Rob Roy MclallenPhiladelphia, PaJan 22, 202014 y0
Timothy TomalavagePhiladelphia, PaJan 25, 202213 y1
Ross Vincent HarryhillPhiladelphia, PaJun 27, 202213 y0
Ethan Joseph KohanikPhiladelphia, PaJul 29, 202212 y1
Kaley Elizabeth RyanPhiladelphia, PaAug 5, 202312 y0
Devin Scott MusserPhiladelphia, PaDec 8, 202311 y0
Daniel David Lugo VillegasPhiladelphia, PaJul 17, 202411 y0
Kartik AggarwalPhiladelphia, PaOct 4, 202419 y0
William Thomas ResweberPhiladelphia, PaAug 2, 202511 y0
Jacob Parker HillePhiladelphia, PaSep 15, 202513 y0
Paul Anthony FontanesPhiladelphia, PaOct 13, 202511 y0
Ethan Samuel AndersonPhiladelphia, PaDec 15, 202511 y0
Jackson P CrowePhiladelphia, PaDec 22, 202511 y0
Jonathan Chien-Shen HuangPhiladelphia, PaJan 16, 202618 y1
Ryan Joseph SoehnelPhiladelphia, PaMar 24, 202613 y0
Alina SemykinaPhiladelphia, PaMay 28, 202610 y0
Alexander John KunickiPhiladelphia, PaAug 10, 202611 y0
Matthew John IoannidesPhiladelphia, PaAug 11, 202611 y0
David Anthony HoranPhiladelphia, PaAug 24, 202611 y0
Jacob Eli BloomPhiladelphia, PaSep 8, 202610 y0
Callahan Daniel HansonPhiladelphia, PaSep 14, 202610 y0
Advisor movement
11 left, 1 joined in 12 months
net -10 in 12 months6 left in 90 days0 joined in 90 daysdeparture rate 34% of current headcount18 left over 36 months
Left, latest
Joined, latest
Teams: two or more advisors moving together within fourteen days, from one state
    Private funds
    10 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    Rsdf Partners, LPOther Private Fund$381M62Mar 27, 2024
    Ref Partners, LPOther Private Fund$364M231Mar 30, 2012
    Rus Partners, LPOther Private Fund$343M186Mar 30, 2012
    Rsf Partners, LPno longer reportedOther Private Fund$131M81Mar 31, 2019
    Ffr Partners, LPno longer reportedOther Private Fund$107M163Mar 30, 2012
    Mrc Partners, LPno longer reportedOther Private Fund$28.2M71Mar 30, 2012
    Aip Partners, LPno longer reportedOther Private Fund$12.2M18Mar 30, 2012
    Brp II, LPOther Private Fund$9.4M11Mar 30, 2012
    Rda Partners, LPno longer reportedOther Private Fund$1.4M3Jun 15, 2012
    Rspac Partners, LPOther Private Fund$635,34936Mar 30, 2021
    Owners and control persons
    Schedule A and B, latest filing
    • Joseph James Biles · Member; Chief Compliance Officercontrol
      since 03/2005 · owns 5% to 10%
    • Joseph Paul Bracaglia · Membercontrol
      since 09/2007 · owns less than 5%
    • Edmund David Lees · Managing Membercontrol
      since 03/2005 · owns 5% to 10%
    • Gabriel Adrian Verueco · Member; Chief Financial Officercontrol
      since 10/2016 · owns less than 5%
    Entity owners
    • Affiliated Manager Group, Inc. · Series A Member And Manager
      indirect · owns 75% or more of Amg Wp LP Holdings, LLC · public reporting company
    • Affiliated Managers Group, Inc. · Sole Shareholder
      indirect · owns 75% or more of Amg Wp Gp Holdings Corp. · public reporting company
    • Amg Wealth Partners, LP · Sole Member
      indirect · owns 75% or more of Union Acquisition, LLC
    • Amg Wp Gp Holdings Corp. · General Partner
      indirect · owns F of Amg Wealth Partners, LP
    • Amg Wp LP Holdings, LLC · Limited Partner
      indirect · owns 75% or more of Amg Wealth Partners, LP
    • Union Acquisition, LLC · Manager Member
      direct · owns 50% to 75%
    Related persons
    Schedule D 7.A
    • Mycio Hedge Fund Advisors, LLC
      bankpooled vehicle sponsory
    Advisers that list Mycio Wealth Partners, LLC as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Philadelphia, Pa · principal3311111
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    2 against comparable advisers; where to look, not conclusions
    • low discretionary shareStatic outlier · filing Jul 31, 2026
      discretionary share of RAUM of 4% against a peer median of 97% (289 comparable advisers, 1.0th percentile, 23.1 robust deviations)
      peers: independent wealth managers, $5B to $20B (289) · 1.0% percentile
    • control person changedChange between filings · filing Jul 31, 2026
      BRACAGLIA, PAUL, JOSEPH (MEMBER) left Schedule A between the filings of 2021-03-30 and 2026-07-31
      peers: independent wealth managers, $5B to $20B (289)
    What changed
    consecutive filings, newest first
    • Accounts · 8,011 to 8,391
      Mar 27, 2025 to Mar 27, 2026
    • Advisory employees · 43 to 46
      Mar 27, 2025 to Mar 27, 2026
    • Charity clients · 9 to 11
      Mar 27, 2025 to Mar 27, 2026
    • HNW clients · 890 to 923
      Mar 27, 2025 to Mar 27, 2026
    • Assets in custody · $4.5B to $3.7B
      Mar 27, 2025 to Mar 27, 2026
    • Employees · 64 to 67
      Mar 27, 2025 to Mar 27, 2026
    • State-registered IARs · 34 to 38
      Mar 27, 2025 to Mar 27, 2026
    • Private funds · 6 to 5
      Mar 27, 2025 to Mar 27, 2026
    • Discretionary RAUM · $1.1B to $694M
      Mar 27, 2025 to Mar 27, 2026
    • HNW RAUM · $14B to $16B
      Mar 27, 2025 to Mar 27, 2026
    • Non-discretionary RAUM · $13B to $15B
      Mar 27, 2025 to Mar 27, 2026
    • RAUM · $14B to $16B
      Mar 27, 2025 to Mar 27, 2026
    • Accounts · 7,648 to 8,011
      Mar 27, 2024 to Mar 27, 2025
    • Advisory employees · 44 to 43
      Mar 27, 2024 to Mar 27, 2025
    • Charity clients · 11 to 9
      Mar 27, 2024 to Mar 27, 2025
    • HNW clients · 872 to 890
      Mar 27, 2024 to Mar 27, 2025
    • Assets in custody · $3.9B to $4.5B
      Mar 27, 2024 to Mar 27, 2025
    • Employees · 63 to 64
      Mar 27, 2024 to Mar 27, 2025
    • Financial planning clients · More than 500 to More than 500
      Mar 27, 2024 to Mar 27, 2025
    • State-registered IARs · 36 to 34
      Mar 27, 2024 to Mar 27, 2025
    • Discretionary RAUM · $508M to $1.1B
      Mar 27, 2024 to Mar 27, 2025
    • HNW RAUM · $13B to $14B
      Mar 27, 2024 to Mar 27, 2025
    • Non-discretionary RAUM · $12B to $13B
      Mar 27, 2024 to Mar 27, 2025
    • RAUM · $13B to $14B
      Mar 27, 2024 to Mar 27, 2025
    • Accounts · 7,342 to 7,648
      Mar 27, 2023 to Mar 27, 2024
    • Advisory employees · 38 to 44
      Mar 27, 2023 to Mar 27, 2024
    • Corporate clients · 10 to 9
      Mar 27, 2023 to Mar 27, 2024
    • HNW clients · 844 to 872
      Mar 27, 2023 to Mar 27, 2024
    • Assets in custody · $3.3B to $3.9B
      Mar 27, 2023 to Mar 27, 2024
    • Employees · 59 to 63
      Mar 27, 2023 to Mar 27, 2024
    • State-registered IARs · 35 to 36
      Mar 27, 2023 to Mar 27, 2024
    • Private funds · 5 to 6
      Mar 27, 2023 to Mar 27, 2024
    • Discretionary RAUM · $479M to $508M
      Mar 27, 2023 to Mar 27, 2024
    • HNW RAUM · $12B to $13B
      Mar 27, 2023 to Mar 27, 2024
    • Non-discretionary RAUM · $12B to $12B
      Mar 27, 2023 to Mar 27, 2024
    • RAUM · $12B to $13B
      Mar 27, 2023 to Mar 27, 2024
    • Accounts · 6,923 to 7,342
      Mar 30, 2022 to Mar 27, 2023
    • HNW clients · 813 to 844
      Mar 30, 2022 to Mar 27, 2023
    • Assets in custody · $3.5B to $3.3B
      Mar 30, 2022 to Mar 27, 2023
    • Employees · 54 to 59
      Mar 30, 2022 to Mar 27, 2023
    Signals
    25 dated events
    • Callahan Daniel Hanson registered as an investment adviser representative at Mycio Wealth Partners, Llc
      Sep 14, 2026 · Advisor registered · fact
    • Michael Domenic Finelli left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-09)
      Jul 22, 2026 · Advisor changed firm · fact
    • Jackson Davey left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-09)
      Jul 21, 2026 · Advisor changed firm · fact
    • Philip Bonelli left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-09)
      Jul 21, 2026 · Advisor changed firm · fact
    • Bruce Jonathan Fenster left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-13)
      Jul 21, 2026 · Advisor changed firm · fact
    • Kenneth Donald Briscoe left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-09)
      Jul 21, 2026 · Advisor changed firm · fact
    • Paul Joseph Bracaglia left Mycio Wealth Partners, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-07-09)
      Jul 21, 2026 · Advisor changed firm · fact
    • 6 advisors left Mycio Wealth Partners, LLC (Philadelphia, PA) for Clearstead; Clearstead Advisory Solutions a day apart
      Jul 21, 2026 · Team lift-out · derived
    • David Connor Lees left Mycio Wealth Partners, Llc for Cerity Partners Llc (registered 2026-04-28)
      Apr 6, 2026 · Advisor changed firm · fact
    • Sharon Dahis left Mycio Wealth Partners, Llc for Mercer Global Advisors Inc. (registered 2026-06-04)
      Mar 27, 2026 · Advisor changed firm · fact
    • Joseph A Granahan left Mycio Wealth Partners, Llc for Prosperity - An Eisneramper Company (registered 2026-01-12)
      Jan 26, 2026 · Advisor changed firm · fact
    • Matthew David Perri left Mycio Wealth Partners, Llc for Pitcairn (registered 2026-01-02)
      Dec 7, 2025 · Advisor changed firm · fact
    • Alyssa Judy Reese left Mycio Wealth Partners, Llc for Bbr Partners, Llc (registered 2025-10-03)
      Oct 24, 2025 · Advisor changed firm · fact
    • Julia Evans Getty left Mycio Wealth Partners, Llc for Class Vi Family Office, Llc (registered 2025-08-06)
      Jul 25, 2025 · Advisor changed firm · fact
    • Kevin Anthony Newbert left Mycio Wealth Partners, Llc for Sanctuary Advisors, Llc (registered 2025-05-20)
      Jun 20, 2025 · Advisor changed firm · fact
    • Matthew Marrella left Mycio Wealth Partners, Llc for Marrella Private Wealth, Llc (registered 2025-02-03)
      Feb 25, 2025 · Advisor changed firm · fact
    • Dominick Joseph Vender left Mycio Wealth Partners, Llc for J.P. Morgan Securities Llc (registered 2024-11-18)
      Dec 5, 2024 · Advisor changed firm · fact
    • Mark Henry Eggleston left Mycio Wealth Partners, Llc for Riversedge Advisors (registered 2025-04-27)
      Aug 8, 2024 · Advisor changed firm · fact
    • Timothy James Mcclatchy left Mycio Wealth Partners, Llc for Seeds (registered 2026-04-20)
      May 29, 2024 · Advisor changed firm · fact
    • Mary Dal Nogare left Mycio Wealth Partners, Llc for The Fairman Group, Llc (registered 2026-01-20)
      Jan 16, 2024 · Advisor changed firm · fact
    • Conor Joseph Lydon left Mycio Wealth Partners, Llc for Advice And Planning Services (registered 2024-05-09)
      May 5, 2023 · Advisor changed firm · fact
    • Brandon Nicholas Quanci left Mycio Wealth Partners, Llc for Usi Advisors (registered 2023-06-07)
      May 5, 2023 · Advisor changed firm · fact
    • Patrick Devlin left Mycio Wealth Partners, Llc for Citizens Securities, Inc. (registered 2022-06-16)
      Jun 8, 2022 · Advisor changed firm · fact
    • Gabriel Adrian Verueco (Chief Financial Officer) appeared on Schedule A of Mycio Wealth Partners, Llc
      Mar 30, 2021 · Control person joined · fact
    • Mycio Wealth Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
      Oct 29, 2015 · Succession (Item 4) · fact
    Across DFX
    shared identifiers only, never a name match
    How to reach
    public business contact points only, each with its source
    Business phone
    267-295-2279reportedpublished by the firm, firm site, Sep 16, 2026
    Business phone
    267-295-2280reportedpublished by the firm, firm site, Sep 16, 2026
    Firm profile
    LINKEDIN.COM/COMPANY/MYCIO-WEALTH-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
    Website
    MYCIOWP.COMreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    267-295-2280reportedpublic record, Form ADV, Jul 31, 2026
    Contact form
    myciowp.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $493Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026