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 provides fee-based financial planning and portfolio management to individual and family clients. The firm offers both discretionary portfolio management and adviser selection services, positioning itself as a capital allocator that can place client capital with third‑party managers. Its fee model combines a percentage of assets under management with the option for hourly billing. Breakthru is not an active ESG investor and appears focused on traditional wealth management services rather than institutional consulting. SEC registration was established in 2024. Service lines called out on regulatory filings include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds49%
- Exchange Traded Equities36%
- State & Local Bonds13%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Sarah Kopesky
Investment Advisor RepresentativeCRD 6558816
Jerald Jendusa
Owner and ConsultantCRD 7945303
Candice Genrich
Client Relations ManagerCRD 8231960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$30.5M in ETFs
73%
$22.2M
6%
$8.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.4M | 7,226 | 17.67% |
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
- W160 S6550 Commerce Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Capital Wealth Advisors, Ltd.
RIAWest Bend, WI
Coast Advisory LLC
RIAEast Troy, WI
Intrinsic Investors LLC
RIAWauwatosa, WI
Jansen Wealth Management LLC
RIAAltoona, WI
Lasalle Investment Advisors, Inc.
RIAPewaukee, WI
Kult Wealth Management Group, LLC
RIABrookfield, WI