Bluebird Wealth Management LLC
● SEC registered since 2025CRD 293420SEC# 801-132489Medfield, MA
Reg. AUM
$154M
Employees
3
Accounts
255
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 $154 million in regulatory assets under management and employs 3 people.
Bluebird Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Jan Sokolowski Control | Managing Member And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Bluebird Wealth Management LLC manage?
Bluebird Wealth Management LLC reports $154 million in regulatory assets under management on its Form ADV.
How many employees does Bluebird Wealth Management LLC have?
Bluebird Wealth Management LLC reports 3 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
| Address | 266 Main Street, Suite 19b, Medfield, MA 02052 |
| Phone | (508) 359-4349 |
| Office hours | 9:00a.m. 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$154Mregulatory AUM
Discretionary $154M