PERFORMANCE WEALTH

RIASEC RegisteredEst. 2021

Total AUM

$4.1B

Discretionary

$4.1B

99% of AUM

Avg account

$1.5M

Accounts

2,673

Employees

Advisory reps

Firm details

Headquarters: HINSDALE, Illinois
CRD number: 311735
Registered since: January 4, 2021
Website: www.performancewealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI75.2%
Corporations / Businesses17.56%
Charitable Organizations3.96%
Individuals3.25%
Pension & Profit Sharing Plans0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Performance Wealth is an independent registered investment adviser that manages both individual and institutional mandates. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and offers pension consulting services. Its stated investment preference is equities, with a clear tilt toward exchange-traded instruments as the primary implementation vehicle. Performance-based fees are part of the pricing mix alongside a percentage-of-AUM model, which suggests the firm runs strategies where performance alignment with clients matters — including vehicles that can justify incentive fees. Performance Wealth is not positioned as an ESG-focused allocator. Its public recognition includes placement on Forbes’ lists of top RIA firms in 2022, 2023 and 2024, indicating consistent industry visibility across multiple years.