My-CIO Wealth Partners
My-CIO Wealth Partners is a multi-family office headquartered in Philadelphia, United States.

My-CIO Wealth Partners
My-CIO Wealth Partners is a multi-family office headquartered in Philadelphia, United States. Founded in 2005 after Ernst & Young exited its investment advisory business, the firm traces its roots to that practice and manages more than $14 billion for entrepreneurs, senior executives, families, endowments and retirement plans, providing integrated investment, financial and wealth planning services—advises affluent families on investment, tax and estate strategies.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
—
Location
Region
North America
Country
—
City
Philadelphia
Corporate office
—
Frequently asked questions
What is My-CIO Wealth Partners?
My-CIO Wealth Partners is a multi family office headquartered in Philadelphia.
When was My-CIO Wealth Partners founded?
My-CIO Wealth Partners was founded in 2005.
Where is My-CIO Wealth Partners headquartered?
My-CIO Wealth Partners is headquartered in Philadelphia, in the North America region.
What does Altss track for My-CIO Wealth Partners?
Altss maintains an OSINT-verified profile of My-CIO Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is My-CIO Wealth Partners's website?
My-CIO Wealth Partners's public website is myciowp.com/. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is My-CIO Wealth Partners?
My-CIO Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on My-CIO Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for My-CIO Wealth Partners?
My-CIO Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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