← Tributary

PERFORMANCE WEALTH

HINSDALE, IL · CRD 311735 · IAPD ↗ · (630) 686-5715

$4.09BRegulatory AUM
11Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
July 2026 — PERFORMANCE WEALTH notice-filed in CT, HI, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2026 — PERFORMANCE WEALTH notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — PERFORMANCE WEALTH added office(s): 2 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
February 2025 — PERFORMANCE WEALTH reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
February 2025 — PERFORMANCE WEALTH reported RAUM up 33% ($2.55B -> $3.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
September 2024 — PERFORMANCE WEALTH notice-filed in LA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2024 — PERFORMANCE WEALTH reported RAUM up 34% ($1.90B -> $2.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
March 2024 — PERFORMANCE WEALTH grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.