Mycio Wealth Partners LLC

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Assets, Funds, Holdings

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Mycio Wealth Partners LLC
CRD #134436
SEC #801-64053
CIK #0001371726
AUM$7.4 BB
Employees45
Phone267-295-2280
Address2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
CB 61,150.0 154.6
IVV 103.1
SPY 88.5
WAB 11,550.0 60.2
APD 40,400.0 44.3
EFA 38.6
SDY 37.8
AAPL 843,560.0 27.1
IWB 24.9
IWM 18.2
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other RSF Partners LP 2018-10-05external
0.0
45.1
Other RDA Partners LP 2012-03-14external
185.9
150.6
Other BRP II LP 2012-03-07external
142.3
87.4
Other RUS Partners LP 2010-05-27external
429.8
301.6
Other REF Partners LP 2005-08-04external
566.3
399.5
View All
Related Persons # Filings # Firms
David Lees 40 1
Mycio Wealth Partners LLC 39 1
Mycio Hedge Fund Advisors LLC 38 1
James Biles 23 1
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