BLUEBIRD WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$604K
Accounts
255
Employees
3
Advisory reps
3

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

FINTRX

Overview

Bluebird Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owner-operated and focuses on serving individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Bluebird does not identify as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Investment Grade Corp Bonds 16%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 4%, State & Local Bonds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%71%
  • Exchange Traded Equities71%
  • Investment Grade Corp Bonds16%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds4%
  • State & Local Bonds3%

Owners & executives

1 of 1

  • Brian Sokolowski

    Managing Partner and Chief Investment OfficerCRD 6920981

Contacts

2 of 2

  • ANDREW SOKOL

    Financial AdvisorCRD 6560555

  • KEITH CORBETT

    Partner, Financial AdvisorCRD 5859875

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$11.4M in ETFs

Passive

100%

$11.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO)VanguardPassiveDiversified Emerging Mkts$2.1M39,25318.61%
Unlock additional holdings →

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth