B
$24.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest harbor
- Established Date
- 12-17-2018
- Office Locations
- 1
Office Locations
300 Brookside Ave., Building 4 Ste. 125 Ambler PA
About Buoyant Wealth
Buoyant Wealth is a Ambler-based RIA. The firm has been operating for 7 years. Managing $24.6M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$24.6M AVG AUM / ADVISOR
$701.6K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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CRM
Prime
Technology
Pioneer
Owner & Executives
B
BRENDAN CHRISTOPHER DOOLEY
Chief Compliance Officer, Founder, President, PRINCIPAL
- CRD
- #6068263
- Ownership
- 75% or more
(354) 912-7826
wave.value@embercapital.com
in linkedin.com/in/foundation-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,557,139 | -- |
| Total | $24,557,139 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,557,139
Public Funds:
33.1% Cash:
30.7% Equity - Exchange:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,439,986,384 | 33.1% |
| Cash | $2,263,068,942 | 30.7% |
| Equity - Exchange | $2,668,504,747 | 36.2% |
| Total | $7,371,560,073 | 100.0% |