Hedge Fund Database

PERFORMANCE WEALTH

PERFORMANCE WEALTH PARTNERS, LLC Legal Name

Adviser information for PERFORMANCE WEALTH last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,971 $2.5B
Non-Discretionary 24 $18.8M
Total 1,995 $2.5B

Clients

Type Number RAUM
Individuals 329 $80.4M
HNW Individuals 416 $2.4B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $396,422
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $22.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 2.5B
Portfolio Manager to Program Sponsor
PERFORMANCE WEALTH WRAP FEE PROGRAM PERFORMANCE WEALTH

Identifiers

SEC RIA File Number 801-120074
SEC ERA File Number 801-120074
SEC CIK Numbers 1908765
SEC CRD Numbers 311735
Legal Entity Identifier None

Principal Office

36 E. HINSDALE AVE
HINSDALE
IL
United States
Monday - Friday, 8:30 A.M. - 4:30 P.M.
Tel: (630) 686-5655, Fax: (630) 686-5655

Websites

www.linkedin.com/company/performance-wealth-partners/ www.performancewealthpartners.com twitter.com/performwealth www.facebook.com/profile.php?id=100090679513441 www.instagram.com/performance_wealth/

Chief Compliance Officer

RYAN W. GOUGH
CHIEF OPERATING OFFICER
36 E. HINSDALE AVE
HINSDALE
IL
United States
Tel: (630) 686-5658
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SALVINO, THOMAS, JOHN Individual – CHIEF EXECUTIVE OFFICER, WEALTH MANAGER, MANAGING MEMBER 01/2021 < 5%
SALVINO, JOHN, PAUL Individual – PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH MANAGER, AND MANAGING MEMBER 01/2021 < 5%
GOUGH, RYAN, WILLIAM Individual – CHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER 02/2021 < 5%
TRACY L. SALVINO 2023 LEGACY TRUST Domestic Entity – MEMBER 11/2023 25-50%
THOMAS J. SALVINO 2023 LEGACY TRUST Domestic Entity – MEMBER 11/2023 25-50%
SALVINO, THOMAS, JOHN Individual TRACY L. SALVINO 2023 LEGACY TRUST TRUSTEE 11/2023
Salvino, Tracy Individual THOMAS J. SALVINO 2023 LEGACY TRUST TRUSTEE 11/2023
JOHN P SALVINO IRREVOCABLE TRUST Domestic Entity – MEMBER 11/2023 25-50%
SALVINO, JOHN, PAUL Individual JOHN P SALVINO IRREVOCABLE TRUST TRUSTEE 11/2023

No. Employees, Historic

201002020202120222023202420258 on 12/2/20208 on 1/14/20218 on 1/14/20218 on 1/14/20218 on 1/27/20218 on 4/7/20218 on 5/4/20218 on 5/4/20218 on 10/1/20218 on 12/10/202110 on 3/9/202210 on 4/5/202211 on 8/10/202211 on 12/6/202211 on 2/24/202311 on 3/21/202311 on 7/19/202311 on 9/5/202311 on 9/22/202311 on 11/21/202311 on 11/27/202313 on 2/20/2024

RAUM, Historic

3B2B02020202120222023202420250 on 12/2/20200 on 1/14/20210 on 1/14/20210 on 1/14/20210 on 1/27/20210 on 4/7/20212302021922 on 5/4/20212302021922 on 5/4/20212302021922 on 10/1/20212302021922 on 12/10/20212755132246 on 3/9/20222755132246 on 4/5/20222755132246 on 8/10/20222755132246 on 12/6/20221901033251 on 2/24/20231901033251 on 3/21/20231901033251 on 7/19/20231901033251 on 9/5/20231901033251 on 9/22/20231901033251 on 11/21/20231901033251 on 11/27/20232546960341 on 2/20/2024

No. Clients, Historic

80040002020202120222023202420250 on 12/2/20200 on 1/14/20210 on 1/14/20210 on 1/14/20210 on 1/27/20210 on 4/7/2021367 on 5/4/2021367 on 5/4/2021367 on 10/1/2021367 on 12/10/2021655 on 3/9/2022655 on 4/5/2022655 on 8/10/2022652 on 12/6/2022691 on 2/24/2023691 on 3/21/2023691 on 7/19/2023691 on 9/5/2023691 on 9/22/2023691 on 11/21/2023691 on 11/27/2023745 on 2/20/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 6M 35K –
ACCENTURE PLC IRELAND SHS CLASS A 438K 1K –
ADVANCED MICRO DEVICES INC COM 3M 17K –
AGNICO EAGLE MINES LTD COM 360K 6K –
ALBEMARLE CORP COM 382K 4K –
ALLIANT ENERGY CORP COM 345K 7K –
ALPHABET INC CAP STK CL A 6M 34K –
ALPHABET INC CAP STK CL C 156M 849K –
AMAZON COM INC COM 199M 1M –
AMGEN INC COM 667K 2K –
APOLLO GLOBAL MGMT INC COM 236K 2K –
APPLE INC COM 868M 4M –
APPLIED MATLS INC COM 2M 9K –
AUTOMATIC DATA PROCESSING IN COM 406K 2K –
BANK AMERICA CORP COM 279K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 69M 170K –
BLACKSTONE INC COM 1M 9K –
BOEING CO COM 218K 1K –
BROADCOM INC COM 365K 227 –
CATERPILLAR INC COM 1M 3K –
CME GROUP INC COM 2M 12K –
CONSOLIDATED EDISON INC COM 230K 3K –
CORNING INC COM 651K 17K –
COSTCO WHSL CORP NEW COM 53M 63K –
CUMMINS INC COM 291K 1K –
CYBERARK SOFTWARE LTD SHS 2M 6K –
DAVITA INC COM 416K 3K –
DEXCOM INC COM 4M 34K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 425K 11K –
DIREXION SHS ETF TR DLY FIN BULL NEW 227K 2K –
DNP SELECT INCOME FD INC COM 192K 23K –
DRAFTKINGS INC NEW COM CL A 238K 6K –
EASTMAN CHEM CO COM 296K 3K –
EATON CORP PLC SHS 226K 720 –
ECOLAB INC COM 312K 1K –
EDWARDS LIFESCIENCES CORP COM 394K 4K –
ELI LILLY & CO COM 60M 67K –
FEDEX CORP COM 298K 994 –
FIRST BUSEY CORP COM NEW 210K 9K –
FIRST SOLAR INC COM 2M 9K –
FRANCO NEV CORP COM 363K 3K –
GENERAL DYNAMICS CORP COM 434K 1K –
GOLDMAN SACHS GROUP INC COM 52M 115K –
GRAINGER W W INC COM 284K 315 –
GREEN BRICK PARTNERS INC COM 744K 13K –
HCA HEALTHCARE INC COM 235K 731 –
HEALTH CATALYST INC COM 64K 10K –
HOLOGIC INC COM 286K 4K –
HOME DEPOT INC COM 3M 8K –
HONEYWELL INTL INC COM 483K 2K –
IDEXX LABS INC COM 2M 3K –
ILLINOIS TOOL WKS INC COM 331K 1K –
INMODE LTD SHS 258K 14K –
INOTIV INC COM 23K 14K –
INTERNATIONAL BUSINESS MACHS COM 1M 8K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 1M 6K –
INVESCO QQQ TR UNIT SER 1 2M 3K –
IRON MTN INC DEL COM 449K 5K –
ISHARES SILVER TR ISHARES 307K 12K –
ISHARES TR TIPS BD ETF 1M 11K –
ISHARES TR SELECT DIVID ETF 1M 10K –
ISHARES TR NATIONAL MUN ETF 725K 7K –
ISHARES TR 0-5 YR TIPS ETF 5M 53K –
ISHARES TR RUS 2000 VAL ETF 632K 4K –
ISHARES TR RUS 2000 GRW ETF 708K 3K –
ISHARES TR CORE S&P SCP ETF 447K 4K –
ISHARES TR PFD AND INCM SEC 489K 15K –
ISHARES TR 1 3 YR TREAS BD 4M 45K –
ISHARES TR CORE US AGGBD ET 392K 4K –
ISHARES TR IBOXX HI YD ETF 308K 4K –
ISHARES TR RUS MDCP VAL ETF 2M 17K –
ISHARES TR IBOXX INV CP ETF 482K 5K –
ISHARES TR RUS 1000 VAL ETF 301K 2K –
ISHARES TR S&P MC 400GR ETF 3M 39K –
ISHARES TR S&P MC 400VL ETF 525K 5K –
ISHARES TR CORE S&P MCP ETF 430K 7K –
ISHARES TR RUS 1000 GRW ETF 1M 4K –
ISHARES TR RUSSELL 2000 ETF 369K 2K –
ISHARES TR S&P 500 VAL ETF 352K 2K –
ISHARES TR RUS MD CP GR ETF 245K 2K –
ISHARES TR CORE S&P500 ETF 896K 2K –
ISHARES TR CORE HIGH DV ETF 281K 3K –
ISHARES TR S&P SML 600 GWT 594K 5K –
JPMORGAN CHASE & CO. COM 32M 156K –
KKR & CO INC COM 23M 222K –
LITHIUM AMERICAS ARGENTINA C COM SHS 53K 17K –
LITHIUM AMERS CORP NEW COM SHS 28K 11K –
LOCKHEED MARTIN CORP COM 365K 782 –
LYFT INC CL A COM 141K 10K –
MASTERCARD INCORPORATED CL A 214K 486 –
MCKESSON CORP COM 1M 2K –
MERCK & CO INC COM 6M 50K –
META PLATFORMS INC CL A 3M 7K –
MICROSOFT CORP COM 204M 456K –
MODERNA INC COM 238K 2K –
MORGAN STANLEY COM NEW 268K 3K –
MOTOROLA SOLUTIONS INC COM NEW 341K 884 –
NEWMONT CORP COM 549K 13K –
NORTHERN TR CORP COM 239K 3K –
NOVA LTD COM 871K 4K –
NOVO-NORDISK A S ADR 22M 151K –
NVIDIA CORPORATION COM 157M 1M –
ORACLE CORP COM 25M 180K –
PALANTIR TECHNOLOGIES INC CL A 324K 13K –
PALO ALTO NETWORKS INC COM 588K 2K –
PARKER-HANNIFIN CORP COM 4M 8K –
PAYPAL HLDGS INC COM 506K 9K –
PEBBLEBROOK HOTEL TR COM 592K 43K –
PEPSICO INC COM 474K 3K –
PFIZER INC COM 313K 11K –
PIMCO ETF TR INV GRD CRP BD 830K 9K –
PROCTER AND GAMBLE CO COM 634K 4K –
PROGRESSIVE CORP COM 225K 1K –
QUALCOMM INC COM 897K 5K –
REGAL REXNORD CORPORATION COM 373K 3K –
REGENERON PHARMACEUTICALS COM 217K 206 –
REPUBLIC SVCS INC COM 214K 1K –
ROSS STORES INC COM 680K 5K –
RTX CORPORATION COM 216K 2K –
SALESFORCE INC COM 1M 5K –
SAREPTA THERAPEUTICS INC COM 632K 4K –
SCHWAB STRATEGIC TR US TIPS ETF 4M 85K –
SELECT SECTOR SPDR TR SBI INT-UTILS 2M 24K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 2M 15K –
SELECT SECTOR SPDR TR TECHNOLOGY 399K 2K –
SELECT SECTOR SPDR TR SBI CONS DISCR 336K 2K –
SERVICE CORP INTL COM 213K 3K –
SERVICENOW INC COM 326K 415 –
SPDR S&P 500 ETF TR TR UNIT 9M 16K –
SPDR SER TR NUVEEN BLOOMBERG 721K 28K –
SPDR SER TR S&P DIVID ETF 521K 4K –
ST JOE CO COM 528K 10K –
SUNCOR ENERGY INC NEW COM 348K 9K –
T-MOBILE US INC COM 264K 2K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 202K 1K –
TARGET CORP COM 233K 2K –
TERRAN ORBITAL CORPORATION COM 25K 30K –
TESLA INC COM 2M 11K –
TEXAS INSTRS INC COM 1M 5K –
TRIPLE FLAG PRECIOUS METAL COM 934K 60K –
U S SILICA HLDGS INC COM 294K 19K –
ULTA BEAUTY INC COM 1M 3K –
UNITED RENTALS INC COM 210K 325 –
VANGUARD BD INDEX FDS TOTAL BND MRKT 298K 4K –
VANGUARD BD INDEX FDS SHORT TRM BOND 3M 41K –
VANGUARD INDEX FDS GROWTH ETF 473M 1M –
VANGUARD INDEX FDS VALUE ETF 3M 20K –
VANGUARD INDEX FDS SML CP GRW ETF 12M 49K –
VANGUARD INDEX FDS SMALL CP ETF 2M 9K –
VANGUARD INDEX FDS TOTAL STK MKT 825K 3K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 5K –
VANGUARD MALVERN FDS STRM INFPROIDX 2M 48K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 97M 532K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 333K 7K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 22M 183K –
VANGUARD WORLD FD CONSUM STP ETF 294K 1K –
VANGUARD WORLD FD INF TECH ETF 585K 1K –
VERTEX PHARMACEUTICALS INC COM 750K 2K –
VISA INC COM CL A 15M 55K –
WALMART INC COM 28M 407K –
WATSCO INC COM 616K 1K –
WISDOMTREE TR US LARGECAP DIVD 214K 3K –
WISDOMTREE TR US AI ENHANCED 339K 3K –
ZOETIS INC CL A 235K 1K –