# Breakthru Advisory Services, LLC

> Breakthru Advisory Services, LLC is an SEC-registered investment advisory firm in Muskego, WI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 332173
- Filed as: BREAKTHRU ADVISORY SERVICES, LLC
- Also doing business as: THE BREAKTHRU FAMILY, THE BREAKTHRU MULTI-FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Muskego, WI
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332173
- AdvisorCensus page: https://advisorcensus.com/firm/breakthru-advisory-services-llc-muskego-wi-332173

## Quick answers

**How is Breakthru Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Breakthru Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Breakthru Advisory Services, LLC charge?**
Its Form ADV Part 2A brochure dated July 29, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Hourly rate: $500 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Breakthru Advisory Services, LLC located?**
Breakthru Advisory Services, LLC's principal office is in Muskego, WI, according to its Form ADV.

**Is Breakthru Advisory Services, LLC registered with the SEC or a state?**
Breakthru Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332173.

**How much does Breakthru Advisory Services, LLC manage?**
Breakthru Advisory Services, LLC reports $125,740,000 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**How have Breakthru Advisory Services, LLC's assets and staff changed since 2024?**
In the Form ADV data for Breakthru Advisory Services, LLC: Regulatory assets under management: $0 in the October 2024 data and $125,740,000 in the October 2026 data. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Breakthru Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (6).

**Which custodians does Breakthru Advisory Services, LLC use?**
Breakthru Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Breakthru Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332173

**Does Breakthru Advisory Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 29, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Breakthru Advisory Services, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Breakthru charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Maximum Annual Fee All Assets 1.50%

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

- Hourly rate: $500 an hour (financial planning and consulting)

> Hourly Fee Services are offered based on a maximum hourly fee of $500 per hour. Fees for financial plans are billed upon completion of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $125,740,000
- Discretionary: $125,740,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,125,000 |
| High net worth individuals | 15 | $124,615,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- breakthrufamily.com
- LinkedIn @thebreakthrufamily

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | July 16, 2024 |
| October 2025 | $209,880,244 | 2 | January 29, 2025 |
| October 2026 | $125,740,000 | 4 | July 29, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $125,740,000 in the October 2026 data.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Employees performing advisory functions went from 2 to 1.

### May 2026
- Regulatory assets under management went from $243,000,000 to $125,740,000 (-48%).
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Added the business name The Breakthru Multi-Family Office.
- Added the business name The Breakthru Family.
- Regulatory assets under management went from $209,880,244 to $243,000,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Breakthru Advisory Services, LLC (CRD 332173): Form ADV filing data as of October 2026.