Breakthru Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$243,000,000
Total clients
568
3% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
568
Average account size
$427,817
About
Breakthru Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts and estates, offering discretionary asset management alongside financial planning and consulting. Services include tailored investment programs, ongoing portfolio monitoring, and hourly financial planning engagements.
The firm’s investment work combines fundamental and technical analysis to build customized asset allocations and periodic account reviews for rebalancing and tax-loss harvesting; Breakthru typically manages accounts on a discretionary basis and may select sub‑advisors when appropriate. Custody and trade execution are handled through a recommended qualified custodian and clients receive regular custodian statements and trade confirmations.
Notably, Breakthru manages roughly $243 million for a large client base served by a very small advisory team, resulting in an unusually high client count per advisor compared with peers. The firm, which operates under family-office d/b/a names and was formed in 2024, also discloses that its supervised persons engage in licensed insurance and tax‑preparation activities (allocated time and commission compensation are disclosed), a feature that adds ancillary services and potential conflicts of interest that clients should consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax strategies for small businesses
Cash flow / budgeting
Retirement income strategy
Fee options
1.50% annually
Up to $500 per hour
Main office location
Breakthru Advisory Services, LLC
W160 S6550 Commerce Dr., Suite 210
Muskego WI 53150, United States
Number of offices
1
Most active in
Breakthru Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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