Breakthru Advisory Services, LLC
Breakthru Advisory Services, LLC is an SEC-registered ria in Muskego, WI with $125.7M assets under management (AUM, regulatory AUM), -40% over one year. See who owns Breakthru Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332173, SEC 801-130880, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $125.7M (2026-06-09)
- Firm type
- Ria
- Location
- Muskego, WI
- Employees
- 4
- Clients
- 21
- CRD
- 332173
- Ownership
- BREAKTHRU STRATEGIES INC.; DEPPE, THOMAS, LEROY; JENDUSA, JERALD, MATTHEW; Jendusa, Jerry; KOPESKY, SARAH, Jean Kempf
How much AUM does Breakthru Advisory Services, LLC have?
Breakthru Advisory Services, LLC reported $125.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Breakthru Advisory Services, LLC?
Disclosed owners and executives of Breakthru Advisory Services, LLC include BREAKTHRU STRATEGIES INC., DEPPE, THOMAS, LEROY, JENDUSA, JERALD, MATTHEW, Jendusa, Jerry, KOPESKY, SARAH, Jean Kempf. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.