Breakthru Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Muskego, WI. Its latest Form ADV filing, dated April 24, 2026, reports $126M in regulatory assets under management, 3 employees, and 82 accounts.
Assets Under Management
$126M
Employees
3
Offices
--
Total Clients
21
Primary office
MUSKEGO, WI
W160S6550 COMMERCE DR., SUITE 210, MUSKEGO, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
15
2
Individuals
28.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of April 24, 2026
Discretionary100.0%
$126M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$126M
Total Accounts82
10Y AUM Change+$126M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.