← Directory
PERFORMANCE WEALTH
Legal name: PERFORMANCE WEALTH PARTNERS, LLC
CRD 311735File 801-120074
APPROVED
Retail clients
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.09B
Top 25% of cohort (national)
Discretionary AUM
$4.06B
Non-discretionary $29.6M
Clients
953
2,673 accounts
Employees
15
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2021
- Principal office
- 36 E. HINSDALE AVE, HINSDALE, IL, 60521
- Phone
- (630) 686-5715
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.09B
- Discretionary AUM
- $4.06B
- Non-discretionary AUM
- $29.6M
- Discretionary accounts
- 2,647
- Non-discretionary accounts
- 26
- Total accounts
- 2,673
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $718.5M |
| Charitable organizations | Fewer than 5 | $162.2M |
| High net worth individuals | 485 | $3.08B |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 440 | $133.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.