Performance Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hinsdale, IL. Its latest Form ADV filing, dated February 5, 2026, reports $4.1B in regulatory assets under management, 15 employees, 6 offices, and 2,673 accounts.
Top client segmentHNWI represent 50.9% of total clients.
Top client categories% of clientsClients
1
HNWI
50.9%
485
2
Individuals
46.2%
440
3
Corporations
2.9%
28
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of February 5, 2026
Discretionary99.3%
$4.1B
99% of total RAUM99.3%
Non-discretionary0.7%
$30M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.1B
Total Accounts2,673
10Y AUM Change+$4.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee64:1
10Y Employee Change+7 (+87.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.