BUOYANT WEALTH

BUOYANT WEALTH of AMBLER, PA is an SEC-registered investment adviser (CRD 299529). Regulatory assets under management: $24.6M.

Registration

• CRD: 299529
• Type: Registered investment adviser
• Location: 300 BROOKSIDE AVE., BUILDING 4, AMBLER, PA, 19002
• Phone: 215-600-2814
• Latest filing: 2026-06-09
• Regulatory AUM: $24.6M
• Non-discretionary AUM: $24.6M
• Clients: 1
• Accounts: 125

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299529 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search