MYCIO WEALTH PARTNERS, LLC
CRD #134436 SEC #801-64053 PHILADELPHIA, PA 267-295-2280
SEC Registered Private Funds
Total AUM
$14.4B
Discretionary
$1.1B
Employees
64
Clients
--
Accounts
8,011
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | NA | Control |
| VERUECO, ADRIAN, GABRIEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| VERUECO, ADRIAN, GABRIEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| VERUECO, ADRIAN, GABRIEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| VERUECO, ADRIAN, GABRIEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| VERUECO, ADRIAN, GABRIEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| VERUECO, ADRIAN, GABRIEL | I | MEMBER; CHIEF FINANCIAL OFFICER | NA | Control |
| YANNELLA, CHRISTOPHER, FRANCIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | D | Control |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| UNION ACQUISITION, LLC | DE | MANAGER MEMBER | D | |
| BILES, JAMES, JOSEPH | I | MEMBER | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER/CCO | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | C | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | B | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BILES, JAMES, JOSEPH | I | MEMBER; CHIEF COMPLIANCE OFFICER (1/2007) | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| BRACAGLIA, PAUL, JOSEPH | I | MEMBER | A | Control |
| LEES, DAVID, EDMUND | I | MANAGING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | F | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGER GROUP, INC. | DE | AMG WP LP HOLDINGS, LLC | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AFFILIATED MANAGERS GROUP, INC. | DE | AMG WP GP HOLDINGS CORP. | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WEALTH PARTNERS, LP | DE | UNION ACQUISITION, LLC | E | Control |
| AMG WP GP HOLDINGS CORP. | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
| AMG WP LP HOLDINGS, LLC | DE | AMG WEALTH PARTNERS, LP | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (26)
AZ CA CO CT DC DE FL GA IL IN MA MD MI MT NC NH NJ NY OH OR PA SC TN TX VA WA
Address
2929 WALNUT STREET, SUITE 1200PHILADELPHIA, PA 19104-5172
United States
Phone: 267-295-2280