# Breakthrough Investing, LLC

> Breakthrough Investing, LLC is a state-registered investment advisory firm in Broomall, PA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated July 27, 2026.

- CRD: 123840
- Filed as: BREAKTHROUGH INVESTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Broomall, PA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123840
- AdvisorCensus page: https://advisorcensus.com/firm/breakthrough-investing-llc-broomall-pa-123840

## Quick answers

**How is Breakthrough Investing, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Breakthrough Investing, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Breakthrough Investing, LLC located?**
Breakthrough Investing, LLC's principal office is in Broomall, PA, according to its Form ADV.

**Is Breakthrough Investing, LLC registered with the SEC or a state?**
Breakthrough Investing, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 123840.

**Does Breakthrough Investing, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123840

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @Brendan-Magee-Investor-Coach-166765523343432
- LinkedIn @brendan-magee-2a83436

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Breakthrough Investing, LLC (CRD 123840): Form ADV filing data as of October 2026.