Performance Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 251–500 clients last fiscal year.
Performance Wealth Partners reports 953 clients. They include 485 high-net-worth individuals, 440 individual clients, and 28 corporations and other businesses. Of its assets, 99.3% ($4.06B across 2,647 accounts) are managed with discretion; $29.6M across 26 accounts are not. A wrap fee program the firm both sponsors and manages holds $4.09B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 3% |
| High-net-worth individuals | 51% | 75% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 4% |
| Corporations and other businesses | 3% | 18% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 440 | $133M | 3.3% | $302K |
| High-net-worth individuals | 485 | $3.08B | 75.2% | $6.35M |
| Pension and profit-sharing plans | Fewer than 5 | $1.18M | 0.0% | — |
| Charitable organizations | Fewer than 5 | $162M | 4.0% | — |
| Corporations and other businesses | 28 | $719M | 17.6% | $25.7M |
| Total | 953 | $4.09B | 100% | — |
- Clients
- 440
- Regulatory AUM
- $133M
- AUM share
- 3.3%
- Avg. per client
- $302K
- Clients
- 485
- Regulatory AUM
- $3.08B
- AUM share
- 75.2%
- Avg. per client
- $6.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.18M
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $162M
- AUM share
- 4.0%
- Avg. per client
- —
- Clients
- 28
- Regulatory AUM
- $719M
- AUM share
- 17.6%
- Avg. per client
- $25.7M
Total
- Clients
- 953
- Regulatory AUM
- $4.09B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Performance Wealth Partners charges 0.75%–2.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- An annual asset-based fee of up to 0.75%, billed in advance or in arrears under the plan agreement and negotiable by plan size.
Tracy L. Salvino 2023 Legacy Trust owns 25% to 50% of Performance Wealth Partners. Thomas Salvino is CEO; the leadership team includes President John Salvino and Chief Operating Officer Ryan Gough. It has 15 employees, 11 of them in advisory roles.
Staff
- 15 employees
- 11 in advisory functions
- 11 state-registered reps
- Owns 25% to 50% of Performance Wealth Partners, LLC
Tracy L. Salvino 2023 Legacy Trust
Control person · since November 2023
Thomas Salvino
Trustee · Control person · since November 2023
- Owns 25% to 50% of Performance Wealth Partners, LLC
Tracy L. Salvino 2023 Legacy
Control person · since November 2023
- Owns 25% to 50% of Performance Wealth Partners, LLC
Thomas J. Salvino 2023 Legacy Trust
Control person · since November 2023
Tracy Salvino
Trustee · Control person · since November 2023
- Owns 25% to 50% of Performance Wealth Partners, LLC
Thomas J. Salvino 2023 Legacy
Control person · since November 2023
- Owns 25% to 50% of Performance Wealth Partners, LLC
John P Salvino Irrevocable Trust
Control person · since November 2023
John Salvino
Trustee · Control person · since November 2023
- Owns 25% to 50% of Performance Wealth Partners, LLC
John P Salvino Irrevocable
Control person · since November 2023
Performance Wealth Partners’ regulatory assets grew 1.8× from $2.3B (May 2021) to $4.09B (June 2026); clients rose from 367 to 953 and employees from 8 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $4.09B | 953 | 15 | 7 |
| Jan 2025January 2025 | $3.39B | 832 | 14 | 3 |
| Feb 2024February 2024 | $2.55B | 745 | 13 | 4 |
| Jul 2023July 2023 | $1.9B | 691 | 11 | 4 |
| Apr 2022April 2022 | $2.76B | 655 | 10 | 1 |
| May 2021May 2021 | $2.3B | 367 | 8 | 1 |
Besides its headquarters, Performance Wealth Partners has 6 offices (4 private residences, listed without an address), with 3 listed addresses across 3 states.
California · 1 listed address
- 5755 Oberlin Drive, San Diego
Florida · 1 listed address
- 4851 Tamiami Trail North, Naples
Illinois · 1 listed address
- 36 E. Hinsdale Ave, HinsdaleHQ
Other business names
Performance Wealth Partners has reported 2 other business names to the SEC.
- Performance Wealth
- Performance Wealth Partners
Contact and registration details
- Legal name
- Performance Wealth Partners, LLC
- Headquarters
- 36 E. Hinsdale Ave, Hinsdale, IL 60521
- Phone
- 630-686-5715
- @performance-wealth-partners
- SEC file
- 801-120074
- Structure
- Delaware LLC
- Fiscal year end
- December
Performance Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($4.07B). Performance Wealth Partners has custody of $2.37B for 562 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $4.07B100%
At year end, Performance Wealth Partners’ separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.03B across 235 positions; the largest are Apple Inc. (28.3%), Vanguard Index Fds (16.3%) and Alphabet Inc. (7.2%).
What the accounts hold
- Stocks92%
- Exchange-traded equities69%
- Non-exchange-traded equities23%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Performance Wealth Partners have?
Performance Wealth Partners has 953 clients and manages $4.09 billion for them, as of June 2026. They include 485 high-net-worth individuals, 440 individual clients, and 28 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026
What services does Performance Wealth Partners offer?
Performance Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Performance Wealth Partners charge?
Performance Wealth Partners charges 0.75%–2.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does Performance Wealth Partners use?
Performance Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.07B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026
How many financial advisors does Performance Wealth Partners have?
Performance Wealth Partners has 11 investment adviser representatives registered with state securities authorities, out of 15 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Performance Wealth Partners invest in?
At the end of its last fiscal year, Performance Wealth Partners’ separately managed accounts held 69% exchange-traded equities, 23% non-exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Performance Wealth Partners?
Performance Wealth Partners’ direct owners are Tracy L. Salvino 2023 Legacy Trust, Tracy L. Salvino 2023 Legacy, Thomas J. Salvino 2023 Legacy Trust, Thomas J. Salvino 2023 Legacy, John P Salvino Irrevocable Trust and John P Salvino Irrevocable, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 June 2026
How does Performance Wealth Partners get paid?
Performance Wealth Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Performance Wealth Partners?
Performance Wealth Partners’ main office is at 36 E. Hinsdale Ave, Hinsdale, IL 60521. Its phone number is 630-686-5715. Its website is performancewealthpartners.com.