← 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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 14 | 15 | increased by1 |
| Mar 1, 2026 | Clients | 832 | 953 | increased by121 |
| Mar 1, 2026 | AUM | $3,387,124,011 | $4,092,644,450 | increased by$705,520,439 |
| Mar 1, 2026 | Accounts | 2,296 | 2,673 | increased by377 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 14 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 655 | 832 | increased by177 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,755,132,246 | $3,387,124,011 | increased by$631,991,765 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,675 | 2,296 | increased by621 |
| Sep 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 367 | 655 | increased by288 |
| Apr 1, 2022 | AUM | $2,302,021,922 | $2,755,132,246 | increased by$453,110,324 |
| Apr 1, 2022 | Accounts | 1,563 | 1,675 | increased by112 |
| Jun 1, 2021 | Registration | APPROVED-120 | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERFORMANCE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERFORMANCE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.