Jonathan Peter Michewicz
Financial advisor at Mycio Wealth Partners, LLC · Philadelphia, PA
Last updated 2026-10-10
Claim your profileJonathan Peter Michewicz is a financial advisor at Mycio Wealth Partners, LLC in Philadelphia, PA, CRD 5840317. Licenses and exams on the registration: Series 65. IAPD registration began 2010-11-15.
Registration
- CRD number
- 5840317
- Registration status
- Active
- IAPD registration
- 2010-11-15
- Industry Experience
- 15 years
- Work Experience
- 16 years
- States registered
- PA
Licenses and exams
- Series 65
Designations
- Chartered Financial Analyst
Work history
- 2009-12 to Present · Mycio Wealth Partners, LLC · Philadelphia, PA
Current employment
- Mycio Wealth Partners, LLC · Philadelphia, PA
Mycio Wealth Partners, LLC
- Regulatory AUM
- $15,780,802,533
- Registered advisors
- 34
- Offices
- 3
- Clients per advisor
- 27.7 (Low)
- Average AUM per client
- $16.7M (Moderate)
- High-net-worth client ratio
- 97.9% (Very high)
Mycio Wealth Partners, LLC: advisors, services and reported ETF investments
About
Jonathan Peter Michewicz is a Chartered Financial Analyst financial advisor at Mycio Wealth Partners, LLC in Philadelphia, PA. Reported securities licenses include Series 65. The latest record indicates 15 years of industry experience and 16 years of reported work history.
Mycio Wealth Partners, LLC's firm-level Form ADV reports 34 advisors across 3 offices; approximately 27.7 clients per advisor, average assets per client of $16,734,679, and regulatory AUM of $15.8B; client categories including High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $162.2M across 38 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Peter Michewicz personally.
Reported ETF positions
Mycio Wealth Partners reports 38 ETF positions worth $162.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $23.9M |
| IVV — iShares Core S&P 500 ETF | $23.4M |
| SPY — SPDR S&P 500 ETF TRUST | $21.5M |
| EFA — iShares MSCI EAFE ETF | $12.7M |
| VEA — Vanguard FTSE Developed Markets ETF | $11.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Mycio Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $23.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $23.4M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VEU — Vanguard FTSE All World Ex US ETF | $83.8K | Top 97.5% | Residual alpha +0.61% · Residual Sharpe 0.03 |
| Diversification Benefits | EFV — iShares MSCI EAFE Value ETF | $1.4M | Top 78.4% | Replicability (R²) 92.8% · Residual Sharpe 0.07 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Mycio Wealth Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976
32 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 267-295-2280
- Website: myciowp.com
Official record
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