RIA Intel›Advisers›Illinois›PERFORMANCE WEALTH PARTNERS, LLC

PERFORMANCE WEALTH PARTNERS, LLC

Advisory

N·HINSDALE, IL

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM

$4.1B

1-Year AUM Growth

+34.0%

3-Year CAGR

+3.4%

Employees

11

Assets Under Management

Total AUM$4.1B

Discretionary AUM$4.1B

Non-Discretionary AUM$30M

Discretionary %99.3%

Total Clients832

Team

Total Employees11

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record23

First FilingDec 2, 2020

Latest FilingFeb 5, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PERFORMANCE WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.