Mycio Wealth Partners, LLC
● SEC registered since 2005CRD 134436SEC# 801-64053Philadelphia, PA
Ranks #643 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$15.78B
Fund GAV
$1.1B
Private funds
5
Employees
67
Accounts
8,391
Location
Philadelphia, PA
Mycio Wealth Partners, LLC assets under management
Mycio Wealth Partners, LLC is an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2005. It reports $15.8 billion in regulatory assets under management and employs 67 people. Mycio Wealth Partners, LLC manages 5 private funds with combined gross assets of $1.1 billion, including Rsdf Partners, LP. By regulatory assets, it ranks 643 of 6,004 private fund managers.
Mycio Wealth Partners, LLC private funds
5 funds · $1.1B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rsdf Partners, LP | Other Private | $380.9M | $250K |
| Ref Partners, LP | Other Private | $364.2M | $250K |
| Rus Partners, LP | Other Private | $342.6M | $250K |
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Join to unlock · $37/moMycio Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian Gabriel Verueco Control | Member; Chief Financial Officer | Under 5% | 2016 |
| David Edmund Lees Control | Managing Member | 5-10% | 2005 |
| James Joseph Biles Control | Member; Chief Compliance Officer | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Mycio Wealth Partners, LLC manage?
Mycio Wealth Partners, LLC reports $15.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Mycio Wealth Partners, LLC manage?
Mycio Wealth Partners, LLC manages 5 private funds with combined gross assets of $1.1 billion.
How many employees does Mycio Wealth Partners, LLC have?
Mycio Wealth Partners, LLC reports 67 employees.
Where is Mycio Wealth Partners, LLC located?
Mycio Wealth Partners, LLC is based in Philadelphia, PA and has been SEC-registered since 2005.
Does Mycio Wealth Partners, LLC disclose fund performance?
Mycio Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172 |
| Phone | 267-295-2280 |
| Fax | 267-295-2279 |
| Office hours | 8:00 a.m. To 7:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1371726 |
| Discloses disciplinary history | No |
Regulatory AUM
$15.78B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$15.78Bregulatory AUM
Discretionary $693.6MNon-discretionary $15.09B
Service providers
Auditor
Custodian