Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Michael FinelliPartner, Member of the Institutional Services Group & Chairperson of the Investment Committee
- Robert ShawPartner and Member of the Investment Committee
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- ·The full record, as it builds
Funding rounds
No funding rounds for myCIO Wealth Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About myCIO Wealth Partners
Provider of financial advisory and consulting services catering to individuals, families, endowments and trusts. The company services include investment advisory, consolidated performance reporting, wealth transfer, income tax and business succession planning and wealth administration.
- Sector
- Financial Services
- HQ
- Philadelphia, PA, United States
- Employees
- 73
- Website
- myciowp.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
myCIO Wealth Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in myCIO Wealth Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on myCIO Wealth Partners in its N-PORT filings yet. We sweep new filings monthly.