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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Catalyst timber
- Established Date
- 01-04-2021
- Office Locations
- 3
Office Locations
About Performance Wealth
Performance Wealth is a privately owned, independent RIA fiduciary offering collaborative financial planning and in-house portfolio management. The team builds customized portfolios using a proprietary research process developed by John Salvino (Chicago Booth Alumni Finance Roundtable chair) and invests in alignment with ethical, environmental and social standards. Uses Orion for its client portal; custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN WILLIAM GOUGH
Chief Compliance Officer, Chief Operating Officer
- CRD
- #6603419
- Ownership
- Less than 5%
JOHN PAUL SALVINO
Chief Financial Officer, Managing Member, President, Wealth Advisor, WEALTH MANAGER
- CRD
- #4213590
- Ownership
- Less than 5%
Vital signal
Momentum eagle vector
- CRD
- #83221
- Ownership
- 18.4%
Showing 2 of 3 owners & executives
Unlock allContacts
JOSEPH JOHN BURRELLO
--
- CRD
- #1692431
Anes Kadiric
Wealth Manager
- CRD
- #6883869
Peak zenith
Ridge radial focus
- CRD
- #23122
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,063,049,066 | $1,534,964 |
| Non-Discretionary | $29,595,384 | $1,138,284 |
| Total | $4,092,644,450 | $1,531,105 |
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Separately Managed Accounts
Total SMA Asset: $4,092,644,450
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,346,114,551 | 20.1% |
| Equity - OTC | $1,386,297,075 | 20.7% |
| Cash | $636,223,295 | 9.5% |
| U.S. Government/Agency | $957,683,487 | 14.3% |
| Corporate - Investment Grade | $1,078,231,059 | 16.1% |
| Municipal Bonds | $1,292,537,853 | 19.3% |
| Total | $6,697,087,320 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER BEACON | VERTEX ELEMENT | HMIW3IRQP | ZZQW | 3.69% | $103,011,625 |
| PEAK HARBOR | FOCUS RIDGE | YYGGA0E9I | ABTI | 4.62% | $28,915,521 |
| HORIZON BEACON | ZENITH EAGLE | BTQP2TO5C | MFIDD | 2.12% | $61,817,999 |
| FRONTIER DELTA DELTA | FRONTIER RADIAL | X1JYH129Z | JHKFL | 2.60% | $41,905,221 |
| ATLAS FOUNDATION HARBOR | CATALYST FRONTIER | 2FNX6BHJQ | YCDTC | 9.24% | $48,304,893 |
| OPTIMA EAGLE INSIGHT | VECTOR QUANTUM | UDAL19BN5 | OXRB | 11.56% | $104,746,083 |
| MERIDIAN OPTIMA | EAGLE MERIDIAN | 7MPJGA9T6 | KPB | 7.28% | $1,220,457 |
| CAPITAL PATHWAY UNISON | EAGLE FUSION | 3LA339Y89 | UCQQO | 2.03% | $80,401,043 |