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BUOYANT WEALTH
MEANINGFUL WEALTH MANAGEMENT LLC
CRD 299529
300 BROOKSIDE AVE., BUILDING 4, STE. 125, AMBLER, PA, 19002, United States
Phone
215-600-2814
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $8.9M |
| High net worth individuals | 10 | $15.7M |
All web addresses on file
- https://bsky.app/profile/buoyantwealth.bsky.social
- https://www.buoyantwealth.com
- https://x.com/DooleyTweeted
- https://www.linkedin.com/in/brendan-dooley-cfp%C2%AE-crpc%C2%AE-68aa7819/
- https://www.youtube.com/@BuoyantWealth
- https://www.facebook.com/buoyantretirement
- https://www.instagram.com/meaningfuldough/
Official SEC filing: View on IAPD