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| Happy Holidays!! thanks for using AUM13F!! |
| Performance Wealth Partners LLC
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| CRD # | 311735 |
| SEC # | 801-120074 |
| CIK # | 0001908765 |
| AUM | $3.4 B (2025-01-22) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 630-686-5715 |
| Address | 36 E Hinsdale Ave Hinsdale, IL 60521 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001908765 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Oracle Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| KKR & Co LP | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Parker Hannifin Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 0.1 |
| (b) Individuals (high net worth individuals) | 445 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,296 | 3.4 |
| By Discretionary | ||
| Discretionary | 2,271 | 3.4 |
| Non-Discretionary | 25 | 0.0 |
| Total | 2,296 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 2,296 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908765] |
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Beaumont Financial Advisors LLC
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Transform Wealth LLC
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Tandem Investment Advisors Inc
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CX Institutional LLC
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IN | 3.3 |
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Johnson Sterling Inc
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AL | 3.3 |