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BREAKTHRU ADVISORY SERVICES, LLC

MUSKEGO, WI · CRD 332173 · IAPD ↗ · breakthrufamily.com · 4148375337

$125.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
May 2026 — BREAKTHRU ADVISORY SERVICES, LLC changed its website from breakthruadvisoryservices.com to breakthrufamily.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
May 2026 — BREAKTHRU ADVISORY SERVICES, LLC reported RAUM down 48% ($243.0M -> $125.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
May 2026 — BREAKTHRU ADVISORY SERVICES, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
November 2024 — BREAKTHRU ADVISORY SERVICES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — BREAKTHRU ADVISORY SERVICES, LLC (MUSKEGO, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.