# Buoyant Wealth

> Buoyant Wealth is a state-registered investment advisory firm in Ambler, PA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 299529
- Filed as: BUOYANT WEALTH
- Legal name: Meaningful Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ambler, PA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299529
- AdvisorCensus page: https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529

## Quick answers

**How is Buoyant Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Buoyant Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Buoyant Wealth located?**
Buoyant Wealth's principal office is in Ambler, PA, according to its Form ADV.

**Is Buoyant Wealth registered with the SEC or a state?**
Buoyant Wealth is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299529.

**How much does Buoyant Wealth manage?**
Buoyant Wealth reports $24,557,139 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (0% discretionary).

**What types of clients does Buoyant Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (10).

**Does Buoyant Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299529

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $24,557,139
- Discretionary: $0
- Non-discretionary: $24,557,139

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,879,004 |
| High net worth individuals | 10 | $15,678,135 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/buoyantwealth.bsky.social
- buoyantwealth.com
- Facebook @buoyantretirement
- Instagram @meaningfuldough
- LinkedIn @brendan-dooley-cfp®-crpc®-68aa7819
- X @DooleyTweeted
- YouTube @BuoyantWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buoyant Wealth (CRD 299529): Form ADV filing data as of October 2026.