Overview
Assets Under Management: $3.4 billion
Headquarters: HINSDALE, IL
High-Net-Worth Clients: 445
Average Client Assets: $7 million
Frequently Asked Questions
PERFORMANCE WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311735), PERFORMANCE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
PERFORMANCE WEALTH PARTNERS, LLC is headquartered in HINSDALE, IL.
PERFORMANCE WEALTH PARTNERS, LLC serves 445 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, PERFORMANCE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PERFORMANCE WEALTH PARTNERS, LLC is ranked #40 by Forbes in 2025. Learn more about these rankings ↓
PERFORMANCE WEALTH PARTNERS, LLC manages $3.4 billion in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, PERFORMANCE WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 40
Forbes 2024: 45
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 445
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.86
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 2,296
Discretionary Accounts: 2,271
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 311735
Last Filing Date: 2025-01-22 00:00:00
Website: https://performancewealthpartners.com