A registered investment advisory firm based in Hinsdale, Illinois, with about 6 offices. It manages about $4.09 billion for roughly 925 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; A share of investment gains
Typical client size ?$3.47 million
Assets under management ?$4.09 billion
Individual clients925
Median years of experience7
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
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Call the main office at (630) 686-5715. The main office is at 36 E. Hinsdale Ave, Hinsdale, IL 60521.
How is Performance Wealth paid?
The firm reports being paid by a percentage of the assets they manage, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Performance Wealth offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting.
How many advisors work at Performance Wealth?
We list 11 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.