Investment adviser · CRD 311735
PERFORMANCE WEALTH
Investment adviser filing (IA)
PERFORMANCE WEALTH PARTNERS, LLC
HINSDALE, IL, United States · Form ADV filed Jun 26, 2026
- Regulatory AUM
- $4.09B Form ADV · Item 5.F
- Client accounts
- 2,673 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 485 | $3,077,731,035 | 75.2% |
| Corporations & businesses | 28 | $718,511,256 | 17.6% |
| Charities | Fewer than 5 | $162,155,353 | 4.0% |
| Individuals | 440 | $133,066,560 | 3.3% |
| Retirement plans | Fewer than 5 | $1,180,246 | 0.0% |
Filing source
Form ADV 2111945 · Jun 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Performance-based
Principal office
36 E. HINSDALE AVEHINSDALE, IL, 60521, United States
CRD 311735
Filing source
Form ADV 2111945 · Jun 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.