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Performance Wealth
PERFORMANCE WEALTH is an SEC-registered investment adviser in HINSDALE, IL, registered since 2021. The firm manages $4.1 billion in regulatory assets under...
Performance Wealth
PERFORMANCE WEALTH is an SEC-registered investment adviser in HINSDALE, IL, registered since 2021. The firm manages $4.1 billion in regulatory assets under management on a discretionary basis. It has 15 employees and 11 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs Performance Wealth?
No named principals or founders are publicly associated with Performance Wealth. The firm has no disclosed leadership information in public records.
How does Performance Wealth invest?
Performance Wealth's investment strategy is not publicly documented. As an RIA, it likely provides wealth management and financial planning services, but specific asset-class allocations, direct investment activity, or fund commitments are not known.
Is Performance Wealth a single-family office or multi-family office?
The firm's public registration as an RIA suggests it operates as a multi-family office or wealth management firm serving multiple families. There is no evidence it is a dedicated single-family office.
What is Performance Wealth's AUM?
Performance Wealth does not publicly disclose its assets under management. No AUM figures are available from regulatory filings or third-party sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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