This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 22, 2025 and June 26, 2026, reported AUM increased 20.8%, from $3.4B to $4.1B.
Across 5 reported observations, AUM increased 48.5% between December 6, 2022 and June 26, 2026, from $2.8B to $4.1B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 11 advisory representatives and 953 clients, or 86.6 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Performance Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Performance Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
Unlock allContacts
JOSEPH JOHN BURRELLO
Senior Vice President
- CRD
- #1692431
Anes Kadiric
Wealth Manager
- CRD
- #6883869
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Performance Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Performance Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.