BREAKTHRU ADVISORY SERVICES, LLC
Firm details
- Headquarters
- MUSKEGO, Wisconsin
- CRD number
- 332173
- Registered since
- August 7, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.11%
- Individuals0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Breakthru Advisory Services, LLC is an independent registered investment adviser that began SEC registration in 2024 and focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee approach combines a percentage-of-AUM model with hourly charges. Breakthru is identified as a capital allocator and does not position itself as an active ESG investor. The adviser is not described as a multistate or pension consultant, nor is it listed as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities21%
- State & Local Bonds5%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 3SARAH KOPESKY
Investment Advisor RepresentativeCRD 6558816
THOMAS DEPPE
Investment Advisor RepresentativeCRD 5121635
JERALD JENDUSA
Owner and ConsultantCRD 7945303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$38.7M in ETFs
74%
$28.8M
5%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.9M | 13,707 | 23.02% |
Location
MUSKEGO, WI
WAUKESHA
Location
MUSKEGO, WI
Headquartered in MUSKEGO, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- W160S6550 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
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