Mycio Wealth Partners, LLC

Mycio Wealth Partners, LLC (CRD# 134436) is a financial advisory firm headquartered in Philadelphia, PA. They manage $5,109,339,049 in 5,117 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,109
    MILLION
  • Total Number of Accounts
    5,117
    ACCOUNTS
  • Average Account Value
    $998,503
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.

CA, CT, DC, DE, FL, IL, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Mycio Wealth Partners, LLC
Showing 1 - 10 of 27 top financial advisors.
1
James J. Biles
CRD#: 2402169
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

James Biles (CRD# 2402169) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 23 years of experience in the finance industry.

2
Bruce J. Fenster
CRD#: 2224889
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Bruce Fenster (CRD# 2224889) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 24 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.

3
David C. Gehring
CRD#: 4961530
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

David Gehring (CRD# 4961530) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 10 years of experience in the finance industry. David Gehring 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.

4
Austin D. Hoggan
CRD#: 5437470
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Austin Hoggan (CRD# 5437470) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry. Austin Hoggan 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.

5
David E. Lees
CRD#: 2148562
Circa Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

David Lees (CRD# 2148562) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 24 years of experience in the finance industry.

6
Jonathan P. Michewicz
CRD#: 5840317
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Jonathan Michewicz (CRD# 5840317) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

7
Christopher D. Morello
CRD#: 4968993
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Christopher Morello (CRD# 4968993) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry. Christopher Morello 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.

8
Justin D. Pagliei
CRD#: 4705020
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Justin Pagliei (CRD# 4705020) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 10 years of experience in the finance industry. Justin Pagliei 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.

9
Stephen J. Rennard
CRD#: 5667708
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Stephen Rennard (CRD# 5667708) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry. Stephen Rennard 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
Robert J. Shaw
CRD#: 2428102
Cira Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104
96
Wealthminder
score

Robert Shaw (CRD# 2428102) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 22 years of experience in the finance industry. Robert Shaw 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.

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