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 · Charles Schwab & Company · Wells Fargo
- 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. Services offered include Asset Management, Business Succession, Estate Planning.
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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Asset Classes
Insight wave Peak unison
CRM
Prime
Investment Themes
North Radial eagle Oak Pathway
Investment Vehicles
Radial
Services
Alpha Vital Vertex Ember Prime legacy Legacy North delta
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% |