Breakthru Advisory Services, LLC
● SEC registered since 2024CRD 332173SEC# 801-130880Muskego, WI
Reg. AUM
$125.7M
Employees
4
Accounts
82
Location
Muskego, WI
Breakthru Advisory Services, LLC assets under management
Breakthru Advisory Services, LLC is an investment advisory firm registered with the SEC based in Muskego, WI. The firm has been registered since 2024. It reports $125.7 million in regulatory assets under management and employs 4 people.
Breakthru Advisory Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Breakthru Strategies Inc. Control | Owner | Over 75% | 2024 |
| Jerald Matthew Jendusa Control | Managing Member | Under 5% | 2024 |
| Morgan Nicole Plagenz Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Breakthru Advisory Services, LLC manage?
Breakthru Advisory Services, LLC reports $125.7 million in regulatory assets under management on its Form ADV.
How many employees does Breakthru Advisory Services, LLC have?
Breakthru Advisory Services, LLC reports 4 employees.
Where is Breakthru Advisory Services, LLC located?
Breakthru Advisory Services, LLC is based in Muskego, WI and has been SEC-registered since 2024.
Does Breakthru Advisory Services, LLC disclose fund performance?
Breakthru Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | W160s6550 Commerce Dr., Suite 210, Muskego, WI 53150 |
| Phone | 4148375337 |
| Office hours | 8A-5P |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.7M▼ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$125.7Mregulatory AUM
Discretionary $125.7M