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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is individually owned and focuses its practice on individuals and families. Its fee arrangements are flexible, combining a percentage-of-AUM model with hourly and fixed-fee engagements depending on the client and service. Advisory capabilities center on financial planning and portfolio management for individuals, smaller businesses and institutional/business clients. The firm reports it is not an active ESG investor, does not operate as a capital allocator, is not a multi-state adviser, and does not provide pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$13.7M in ETFs
98%
$13.5M
0%
$275K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $2.3M | 38,917 | 16.91% |
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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