Joseph John Burrello
Investment adviser representative at Performance Wealth
22 yearsExperience
1 stateRegistered in
$4.1BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Performance WealthDec 2025 to now
- Performance Wealth Partners, LLCNov 2025 to now
- Morningstar Investment ManagementAug 2020 to Nov 2025
- UnemployedJan 2020 to Jul 2020
- Rmb Capital Management, LLCJun 2017 to Dec 2019
- Ironbridge Capital ManagementJul 2004 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Performance Wealth
Legal name: Performance Wealth Partners, LLC
$4.1BAssets managed
953Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1692431
- Firm CRD
- 311735