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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PERFORMANCE WEALTH

PERFORMANCE WEALTH PARTNERS, LLC, CRD 311735

HINSDALE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fe6f1c8-8cb6-1482-59f8-9ef5dee7e4ab

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 9
On other graphs: 0
Observed: Dec 2, 2020 to Jun 26, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.1BItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.1B
Private client RAUM: $3.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $372Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 11
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 2,673
Individual clients: 440
High net worth clients: 485
Custody, client assets: $2.4B
SEC number: 801-120074
CIK: 1908765
CRD: 311735
Filings on the tape: 29
First filed: Dec 2, 2020
Latest filed: Jun 26, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Charles Ronald Lesser	Certified Financial Planner	HINSDALE, IL	5	10	1	no
THOMAS JOHN SALVINO	Certified Financial Planner	Naples, FL \| HINSDALE, IL	5	33	1	no
JOHN PAUL SALVINO	Certified Financial Planner	HINSDALE, IL \| Marco Island, FL	5	24	1	no
RYAN WILLIAM GOUGH	n/a	HINSDALE, IL	5	10	1	no
Anes Kadiric	Certified Financial Planner	HINSDALE, IL	5	14	2	no
IVANA VUKANIC	Certified Financial Planner	HINSDALE, IL	4	10	n/a	no
Michael James O'Brien	n/a	HINSDALE, IL \| Naples, FL	2	13	n/a	no
GRACE Lynn SALVINO	n/a	HINSDALE, IL	1	10	n/a	no
Wojciech Wojcik	n/a	HINSDALE, IL	1	11	1	no
Sara Lynn Salvino	n/a	HINSDALE, IL	1	12	n/a	no
JOSEPH JOHN BURRELLO	n/a	HINSDALE, IL \| NAPLES, FL	0	37	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOUGH, RYAN, WILLIAM	CHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER	Na	yes	02/2021	Jun 26, 2026	Jun 26, 2026
SALVINO, JOHN, PAUL	PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH MANAGER, AND MANAGING MEMBER	Na	yes	01/2021	Jun 26, 2026	Jun 26, 2026
SALVINO, THOMAS, JOHN	CHIEF EXECUTIVE OFFICER, WEALTH MANAGER, MANAGING MEMBER	Na	yes	01/2021	Jun 26, 2026	Jun 26, 2026
JOHN P SALVINO IRREVOCABLE TRUST	Member	C	yes	11/2023	Nov 21, 2023	Dec 17, 2024
SALVINO, JOHN, PAUL	Trustee	F	yes	11/2023	Jan 27, 2021	Dec 17, 2024
SALVINO, THOMAS, JOHN	Trustee	F	yes	11/2023	Jan 27, 2021	Dec 17, 2024
Salvino, Tracy	Trustee	F	yes	11/2023	Nov 21, 2023	Dec 17, 2024
THOMAS J. SALVINO 2023 LEGACY TRUST	Member	C	yes	11/2023	Nov 21, 2023	Dec 17, 2024
TRACY L. SALVINO 2023 LEGACY TRUST	Member	C	yes	11/2023	Nov 21, 2023	Dec 17, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	1	no
n/a	n/a	n/a	1	no
SAN DIEGO	CA	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026	$4.1B	$4.1B	15	11	6	n/a	n/a
2024	Jan 22, 2025	$3.4B	$3.4B	14	10	2	n/a	n/a
2023	Feb 20, 2024	$2.5B	$2.5B	13	9	3	n/a	n/a
2022	Feb 24, 2023	$1.9B	$1.9B	11	7	2	n/a	n/a
2021	Mar 9, 2022	$2.8B	$2.7B	10	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.1B	$3.4B	20.8%	$1.9B	29.1%	15	14	6	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WILLIAM BLAIR & COMPANY L.L.C.	4	Feb 9, 2021	Jan 26, 2021	CHICAGO, IL	Team lift out	Ibd to new firm	1.9%

Relationships

Registered with (11)

← JOSEPH JOHN BURRELLOAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← Sara Lynn SalvinoAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← Wojciech WojcikAdvisorregistration: current employment
Jan 30, 2025 to presentfactForm ADV
← GRACE Lynn SALVINOAdvisorregistration: current employment
Dec 20, 2024 to presentfactForm ADV
← Michael James O'BrienAdvisorregistration: current employment
Jun 27, 2024 to presentfactForm ADV
← IVANA VUKANICAdvisorregistration: current employment
Nov 24, 2021 to presentfactForm ADV
← JOHN PAUL SALVINOAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← RYAN WILLIAM GOUGHAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← Anes KadiricAdvisorregistration: current employment
Jan 26, 2021 to presentfactForm ADV
← THOMAS JOHN SALVINOAdvisorregistration: current employment
Jan 19, 2021 to presentfactForm ADV
← Charles Ronald LesserAdvisorregistration: current employment
Jan 17, 2021 to presentfactForm ADV

Controls (7)

← SALVINO, THOMAS, JOHNOwnerTRUSTEE, ownership code F, individual
Jan 27, 2021 to Dec 17, 2024factForm ADV
← SALVINO, JOHN, PAULOwnerTRUSTEE, ownership code F, individual
Jan 27, 2021 to Dec 17, 2024factForm ADV
← GOUGH, RYAN, WILLIAMOwnerCHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 7, 2021 to Dec 17, 2024factForm ADV
← Salvino, TracyOwnerTRUSTEE, ownership code F, individual
Nov 21, 2023 to Dec 17, 2024factForm ADV
← JOHN P SALVINO IRREVOCABLE TRUSTOwnerMEMBER, ownership code C, domestic entity
Nov 21, 2023 to Dec 17, 2024factForm ADV
← THOMAS J. SALVINO 2023 LEGACY TRUSTOwnerMEMBER, ownership code C, domestic entity
Nov 21, 2023 to Dec 17, 2024factForm ADV
← TRACY L. SALVINO 2023 LEGACY TRUSTOwnerMEMBER, ownership code C, domestic entity
Nov 21, 2023 to Dec 17, 2024factForm ADV

Moved with (1)

← WILLIAM BLAIR & COMPANY L.L.C.Registered adviser4 advisors, team lift out, same day
Feb 9, 2021 to Jan 26, 2021factForm ADV

Dated events

Occurred
Jan 22, 2025
Regulatory AUM changed
Performance Wealth reported RAUM $3.4B, up 33% from $2.5B (2024-12-17 to 2025-01-22)
Form ADVobserved 4 days ago
$840M
Occurred
Feb 20, 2024
Regulatory AUM changed
Performance Wealth reported RAUM $2.5B, up 34% from $1.9B (2023-11-27 to 2024-02-20)
Form ADVobserved 4 days ago
$646M
Occurred
Nov 21, 2023
Control person joined
Tracy Salvino (Trustee) appeared on Schedule A of Performance Wealth
Form ADVobserved 4 days ago
Occurred
Feb 24, 2023
Regulatory AUM changed
Performance Wealth reported RAUM $1.9B, down 31% from $2.8B (2022-12-06 to 2023-02-24)
Form ADVobserved 4 days ago
$-854M
Occurred
Apr 7, 2021
Control person joined
William Ryan Gough (Chief Compliance Officer) appeared on Schedule A of Performance Wealth
Form ADVobserved 4 days ago
Occurred
Apr 7, 2021
Control person left
Ronald Charles Lesser (Chief Compliance Officer) no longer on Schedule A of Performance Wealth (listed 2021-01-27, absent 2021-04-07)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2021
Control person joined
John Thomas Salvino (Chief Executive Officer, Wealth Manager, Managing Member) appeared on Schedule A of Performance Wealth
Form ADVobserved 4 days ago
Occurred
Jan 27, 2021
Control person joined
Paul John Salvino (President, Chief Financial Officer, Wealth Manager, And Managing Member) appeared on Schedule A of Performance Wealth
Form ADVobserved 4 days ago
Occurred
Dec 2, 2020
First Form ADV filing
Performance Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fe6f1c8-8cb6-1482-59f8-9ef5dee7e4ab
First observed: Dec 2, 2020
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PERFORMANCE WEALTH

PERFORMANCE WEALTH PARTNERS, LLC, CRD 311735

HINSDALE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fe6f1c8-8cb6-1482-59f8-9ef5dee7e4ab

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Charles Ronald Lesser

Certified Financial Planner

HINSDALE, IL

THOMAS JOHN SALVINO

Certified Financial Planner

Naples, FL | HINSDALE, IL

JOHN PAUL SALVINO

Certified Financial Planner

HINSDALE, IL | Marco Island, FL

RYAN WILLIAM GOUGH

n/a

HINSDALE, IL

Anes Kadiric

Certified Financial Planner

HINSDALE, IL

IVANA VUKANIC

Certified Financial Planner

HINSDALE, IL

n/a

Michael James O'Brien

n/a

HINSDALE, IL | Naples, FL

n/a

GRACE Lynn SALVINO

n/a

HINSDALE, IL

n/a

Wojciech Wojcik

n/a

HINSDALE, IL

Sara Lynn Salvino

n/a

HINSDALE, IL

n/a

JOSEPH JOHN BURRELLO

n/a

HINSDALE, IL | NAPLES, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOUGH, RYAN, WILLIAM

CHIEF OPERATING OFFER AND CHIEF COMPLIANCE OFFICER

yes

02/2021

Jun 26, 2026

SALVINO, JOHN, PAUL

PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH MANAGER, AND MANAGING MEMBER

yes

01/2021

Jun 26, 2026

SALVINO, THOMAS, JOHN

CHIEF EXECUTIVE OFFICER, WEALTH MANAGER, MANAGING MEMBER

yes

01/2021

Jun 26, 2026

JOHN P SALVINO IRREVOCABLE TRUST

Member

yes

11/2023

Nov 21, 2023

Dec 17, 2024

SALVINO, JOHN, PAUL

Trustee

yes

11/2023

Jan 27, 2021

Dec 17, 2024

SALVINO, THOMAS, JOHN

Trustee

yes

11/2023

Jan 27, 2021

Dec 17, 2024

Salvino, Tracy

Trustee

yes

11/2023

Nov 21, 2023

Dec 17, 2024

THOMAS J. SALVINO 2023 LEGACY TRUST

Member

yes

11/2023

Nov 21, 2023

Dec 17, 2024

TRACY L. SALVINO 2023 LEGACY TRUST

Member

yes

11/2023

Nov 21, 2023

Dec 17, 2024

City

State

Country

Employees

Also broker-dealer

Naples

United States

n/a

SAN DIEGO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$4.1B

n/a

2024

Jan 22, 2025

$3.4B

n/a

2023

Feb 20, 2024

$2.5B

n/a

2022

Feb 24, 2023

$1.9B

n/a

2021

Mar 9, 2022

$2.8B

$2.7B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.1B

$3.4B

20.8%

$1.9B

29.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WILLIAM BLAIR & COMPANY L.L.C.

Feb 9, 2021

Jan 26, 2021

CHICAGO, IL

Team lift out

Ibd to new firm

1.9%