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Bluebird Wealth Management LLC

● SEC registered since 2025CRD 293420SEC# 801-132489Medfield, MA
Export (members)
Reg. AUM
$136.8M
Employees
5
Accounts
212
Location
Medfield, MA

Bluebird Wealth Management LLC assets under management

Bluebird Wealth Management LLC is an SEC-registered investment adviser based in Medfield, MA. The firm has been registered since 2025. It reports $136.8 million in regulatory assets under management and employs 5 people.
www.facebook.com/bluebirdwealthmanagementView on SEC.gov ↗

Bluebird Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Jan Sokolowski ControlManaging Member And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Bluebird Wealth Management LLC manage?

Bluebird Wealth Management LLC reports $136.8 million in regulatory assets under management on its Form ADV.

How many employees does Bluebird Wealth Management LLC have?

Bluebird Wealth Management LLC reports 5 employees.

Where is Bluebird Wealth Management LLC located?

Bluebird Wealth Management LLC is based in Medfield, MA and has been SEC-registered since 2025.

Does Bluebird Wealth Management LLC disclose fund performance?

Bluebird Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address266 Main Street, Suite 19b, Medfield, MA 02052
Phone(508) 359-4349
Office hours9:00a.m. 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.8M
Non-discretionary$0
Total (RAUM)$136.8M