Performance Wealth
Firm details
- Headquarters
- Hinsdale, Illinois
- CRD number
- 311735
- Registered since
- January 4, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI75.2%
- Corporations / Businesses17.56%
- Charitable Organizations3.96%
- Individuals3.25%
- Pension & Profit Sharing Plans0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Performance Wealth is an independent registered investment advisor organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and pension consulting. Its fee model combines a percentage-of-AUM component with performance-based fees. Performance Wealth does not market itself as an ESG-focused allocator. The firm has received repeated recognition from Forbes, appearing on Forbes’ Top RIA Firms lists in 2022, 2023, and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Non-Exchange Traded Equities23%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$1.2B in ETFs
91%
$1.1B
<1%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $656M | 7,621,304 | 53.99% |
Location
Hinsdale, IL
Du Page
Location
Hinsdale, IL
Headquartered in Hinsdale, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 36 E Hinsdale Ave
- Time zone
- CT (UTC-6)
- Office locations
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