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PERFROMANCE WEALTH PARTNERS, LLC
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Perfromance Wealth Partners is based out of Hinsdale. Perfromance Wealth Partners is a large advisory firm with 832 clients and discretionary assets under management (AUM) of $3,363,051,819 (Form ADV from 2025-01-22). Their last reported 13F filing for Q3 2025 included $3,583,930,222 in managed 13F securities
and a top 10 holdings concentration of 81.73%. Perfromance Wealth Partners's largest holding is Apple Inc with shares held of 4,041,533. Whalewisdom has at least 16 13F filings
Investment Strategy
Performance Wealth primarily uses long-term investment strategies based on asset allocation, but may implement short-term trading strategies depending on the client's goals or the fundamentals of the security or asset class. Individual securities are screened based on financial strength, growth characteristics, and the ability to meet client objectives. The advisor may buy, sell, or re-allocate positions held for less than one year to meet client objectives or due to market conditions.
Performance Wealth implements a variety of investment strategies for clients, tailoring the approach to the client's objectives stated during consultations. They develop a strategy, asset allocation, and portfolio construction to meet the client's goals, time horizon, financial situation, and risk tolerance. Investment management and ongoing oversight are provided. Technical analysis, involving the analysis of past market data, may be used, but carries the risk that historical trends may not predict future trends.
Owners
- TRACY L. SALVINO 2023 LEGACY TRUST - MEMBER
- SALVINO, THOMAS, JOHN - CHIEF EXECUTIVE OFFICER, WEALTH MANAGER, MANAGING MEMBER
- SALVINO, JOHN, PAUL - PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH MANAGER, AND MANAGING MEMBER
- GOUGH, RYAN, WILLIAM - CHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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