Performance Wealth
Hinsdale, IL·SEC-registered · CRD #311735
Performance Wealth is an SEC-registered investment advisory firm in Hinsdale, IL managing $4.1B across 2.7k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.1B
Client accounts
2.7k
Advisory staff
11
Fee model
Fee-only
How Performance Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Performance Wealth
How much does Performance Wealth manage?
Per its most recent SEC Form ADV filing (06/26/2026), Performance Wealth reports $4.1B in regulatory assets under management across roughly 2.7k client accounts.
How does Performance Wealth charge?
Performance Wealth is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Performance Wealth a fiduciary?
Yes. Performance Wealth is registered with the U.S. Securities and Exchange Commission (CRD #311735), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Performance Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Performance Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Performance Wealth's public SEC Form ADV filing (CRD #311735, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Performance Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Performance Wealth? Claim this profile.