Mycio Wealth Partners, LLC

Mycio Wealth Partners, LLC (CRD# 134436) is a financial advisory firm headquartered in Philadelphia, PA. They manage $12,007,381,046 in 7,342 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,007
    MILLION
  • Total Number of Accounts
    7,342
    ACCOUNTS
  • Average Account Value
    $1,635,437
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mycio Wealth Partners, LLC
Showing 1 - 10 of 34 top financial advisors.
1
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 30 years of experience in the finance industry.

2
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 23 years of experience in the finance industry.

3
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 36 years of experience in the finance industry.

4
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 6 years of experience in the finance industry.

5
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 5 years of experience in the finance industry.

6
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 31 years of experience in the finance industry.

7
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 22 years of experience in the finance industry.

8
David C. Gehring
CRD#: 4961530
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

David Gehring (CRD# 4961530) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 18 years of experience in the finance industry.

9
James L. Henry
CRD#: 3100036
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104

James Henry (CRD# 3100036) 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.

10
David E. Lees
CRD#: 2148562
Circa Centre, 2929 Arch Street, Suite 650, Philadelphia, PA 19104

David Lees (CRD# 2148562) 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.

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