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PERFORMANCE WEALTH
PERFORMANCE WEALTH PARTNERS, LLC
CRD 311735 · SEC 801-120074
36 E. HINSDALE AVE, HINSDALE, IL, 60521, United States
Phone
(630) 686-5715
Fax
(630) 686-5715
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.09B
Discretionary AUM
$4.06B
Team
15 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 440 | $133.1M |
| High net worth individuals | 485 | $3.08B |
| Corporations/business entities | 28 | $718.5M |
States served
AZ, CA, GA, IL, IN, LA, MI, NY, NC, SC, TN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD