BUOYANT WEALTH

RIASEC Registered

Total AUM

$24.6M

Discretionary

0% of AUM

Avg account

$196K

Accounts

125

Employees

Advisory reps

Firm details

Headquarters: AMBLER, Pennsylvania
CRD number: 299529
Website: meaningfulwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI63.84%
Individuals36.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Buoyant Wealth LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with ancillary services such as selection of other advisers and educational seminars. Buoyant Wealth also operates as an insurance broker and offers fee arrangements that include a percentage-of-AUM component and fixed fees. The firm identifies itself as a capital allocator rather than a pure discretionary manager and does not present itself as an active ESG investor.