PERFORMANCE WEALTH PARTNERS, LLC
Doing business as PERFORMANCE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$4,092,644,450
Discretionary
$4,063,049,066
Non-discretionary
$29,595,384
Firm details
- CRD number
- 311735
- SEC file number
- 801-120074
- Main office
- HINSDALE, IL, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.