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| Breakthru Advisory Services LLC
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|---|---|
| CRD # | 332173 |
| SEC # | 801-130880 |
| CIK # | 0002055645 |
| AUM | 125.7 M (2026-06-09) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 414-837-5337 |
| Address | W160S6550 Commerce Dr Muskego, WI 53150 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055645 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.1 | ||
| Apple Inc | 3.0 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Broadcom Inc | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| Facebook Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Lilly Eli & Co | 0.6 | ||
| Tesla Motors Inc | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Visa Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.1 |
| (b) Individuals (high net worth individuals) | 15 | 124.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 125.7 |
| By Discretionary | ||
| Discretionary | 82 | 125.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 82 | 125.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.7 | |
| Total | 82 | 125.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055645] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trinity Investment Management LLC
✚
|
TX | 126.2 M |
|
Adirondack Research & Management Inc
✚
|
NY | 126.1 M |
|
Capital Wealth Advisors Ltd
✚
|
WI | 126.1 M |
|
VIP Wealth Advisors LLC
✚
|
GA | 126.1 M |
|
Thielen Capital Corporation
✚
|
CA | 126.0 M |
|
ODA and Company Inc
✚
|
OH | 125.6 M |
|
Hyphen Wealth Management LLC
✚
|
CA | 125.6 M |
|
Lone Peak Advisers LLC
✚
|
UT | 125.4 M |
|
Maytal Asset Management LLC
✚
|
NY | 125.3 M |
|
WMS Group LLC
✚
|
125.3 M |