Daniel David Lugo Villegas

Employer firm

Mycio Wealth Partners, LLC CRD 134436

$15.8B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 08/2018
  Acts Retirement-Life Communities
  Philadelphia, PA
• 06/2019 → 08/2019
  Kpmg, Llp
  Philadelphia, PA
• 02/2020 → 04/2020
  Brandon's Candles
  Philadelphia, PA
• 07/2020 → 08/2020
  Kpmg, Llp
  Philadelphia, PA
• 06/2021 → 08/2021
  Kpmg, Llp
  Philadelphia, PA
• 01/2022 → 04/2022
  Blbb Advisors, Llc
  Montgomeryville, PA
• 08/2019 → 05/2022
  Temple University , Fox School Of Business
  Philadelphia, PA
• 06/2022 → 08/2023
  Kpmg, Llp
  Philadelphia, PA
• 01/2024 → Present
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 08/2018 → 05/2022
  Temple University
  Philadelphia, PA
• 09/2015 → 06/2018
  North Penn High School
  Lansdale, PA
• 09/2023 → 12/2023
  Unemployed
  Lansdale, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-17

Other Names

• Daniel D Lugo