BREAKTHRU ADVISORY SERVICES, LLC
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About the firm
The BREAKTHRU Family is an invite-only multi-family office serving families with $5–$10M+ in net worth. It provides intentional partnership and long-term perspective to align family, work, and money and support legacy-building across generations. Membership is by invitation only, beginning with a Discovery process to assess values alignment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family services including thoughtful governance, purposeful giving, and individualized support; business growth guidance for entrepreneurs and leaders; and wealth planning services providing clarity and confidence around assets aligned with goals, values, and long-term vision.
Who they serve
Families with $5–$10M+ in net worth, including entrepreneurs, trailblazers, builders, and leaders seeking legacy-building across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $1.1M |
| High Net Worth Individuals | 15 | $125M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.50% |
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BREAKTHRU ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.