Mycio Wealth Partners, LLC

Mycio Wealth Partners, LLC (CRD# 134436) is a financial advisory firm headquartered in Philadelphia, PA. They manage $8,853,338,205 in 6,184 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,853
    MILLION
  • Total Number of Accounts
    6,184
    ACCOUNTS
  • Average Account Value
    $1,431,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Mycio Wealth Partners, LLC
Showing 1 - 10 of 34 top financial advisors.
1
Matthew J. Benamy
CRD#: 6518971
Philadelphia, PA 19104

Matthew Benamy (CRD# 6518971) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

2
James J. Biles
CRD#: 2402169
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104

James Biles (CRD# 2402169) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 27 years of experience in the finance industry.

3
Philip J. Bonelli
CRD#: 3005314
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Philip Bonelli (CRD# 3005314) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 20 years of experience in the finance industry.

4
Paul J. Bracaglia
CRD#: 1677889
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Paul Bracaglia (CRD# 1677889) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 32 years of experience in the finance industry.

5
Jackson Davey
CRD#: 6638126
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Jackson Davey (CRD# 6638126) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

6
Gary P. Diegert
CRD#: 6838979
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Gary Diegert (CRD# 6838979) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

7
Mark H. Eggleston
CRD#: 7001355
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Mark Eggleston (CRD# 7001355) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.

8
Joseph T. Fabrizio
CRD#: 6358430
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Joseph Fabrizio (CRD# 6358430) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

9
Bruce J. Fenster
CRD#: 2224889
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Bruce Fenster (CRD# 2224889) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 28 years of experience in the finance industry. Bruce Fenster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael D. Finelli
CRD#: 2909333
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

Michael Finelli (CRD# 2909333) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 19 years of experience in the finance industry.

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