# Performance Wealth

> Performance Wealth is an SEC-registered investment advisory firm in Hinsdale, IL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 311735
- Filed as: PERFORMANCE WEALTH
- Legal name: Performance Wealth Partners, LLC
- Also doing business as: PERFORMANCE WEALTH, PERFORMANCE WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hinsdale, IL
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311735
- AdvisorCensus page: https://advisorcensus.com/firm/performance-wealth-hinsdale-il-311735

## Quick answers

**How is Performance Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Performance Wealth reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Performance Wealth located?**
Performance Wealth's principal office is in Hinsdale, IL, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Performance Wealth registered with the SEC or a state?**
Performance Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311735.

**How much does Performance Wealth manage?**
Performance Wealth reports $4,092,644,450 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (99% discretionary).

**How have Performance Wealth's assets and staff changed since 2021?**
In the Form ADV data for Performance Wealth: Regulatory assets under management: $2,302,021,922 in the October 2021 data and $4,092,644,450 in the October 2026 data, up 78%. Total employees: 8 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Performance Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (485); individuals (other than high net worth individuals) (440); corporations or other businesses not listed above (28).

**Which custodians does Performance Wealth use?**
Performance Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Performance Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311735

**What changed in Performance Wealth's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in CT, HI, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,092,644,450
- Discretionary: $4,063,049,066
- Non-discretionary: $29,595,384

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 440 | $133,066,560 |
| High net worth individuals | 485 | $3,077,731,035 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,180,246 |
| Charitable organizations | Fewer than 5 | $162,155,353 |
| Corporations or other businesses not listed above | 28 | $718,511,256 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 15 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CT, FL, GA, HI, IL, IN, LA, MI, NC, NH, NY, OR, SC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Naples, FL
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- performancewealthpartners.com
- Facebook facebook.com
- Instagram @performance_wealth
- LinkedIn @performance-wealth-partners
- X @PerformWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,302,021,922 | 8 | October 1, 2021 |
| October 2022 | $2,755,132,246 | 11 | August 10, 2022 |
| October 2023 | $1,901,033,251 | 11 | September 22, 2023 |
| October 2024 | $2,546,960,341 | 13 | September 25, 2024 |
| October 2025 | $3,387,124,011 | 14 | January 22, 2025 |
| October 2026 | $4,092,644,450 | 15 | June 26, 2026 |

Regulatory assets under management: $2,302,021,922 in the October 2021 data and $4,092,644,450 in the October 2026 data, up 78%.
Total employees: 8 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in CT, HI, OR.

### March 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $3,387,124,011 to $4,092,644,450 (+21%).
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Performance Wealth (CRD 311735): Form ADV filing data as of October 2026.