Bluebird Wealth Management LLC
Firm details
- Headquarters
- Medfield, Massachusetts
- CRD number
- 293420
- Registered since
- April 22, 2025
- Website
- bluebirdwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.43%
- Individuals17.11%
- Charitable Organizations8.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bluebird Wealth Management LLC is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm provides comprehensive financial planning and portfolio management services for individuals, small businesses, and other businesses or institutions. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The adviser is SEC registered (registered in 2025). Bluebird is not structured as a capital allocator and does not identify as an ESG-focused manager. It reports it is not a multi-state adviser and does not provide pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$13.1M in ETFs
98%
$12.8M
0%
$275K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $2.2M | 38,977 | 16.48% |
Location
Medfield, MA
Norfolk
Location
Medfield, MA
Headquartered in Medfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 266 Main St
- Time zone
- ET (UTC-5)
- Office locations
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