Bluebird Wealth Management LLC

Overview

Bluebird Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients and positions itself as a boutique advisory practice offering financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, reflecting a mix of ongoing investment relationships and project-based planning work. Bluebird is not structured as a capital allocator or a related adviser and does not identify as an active ESG investor. It is not a multi-state adviser for regulatory purposes and does not list pension consulting among its services. Ownership is reported as individual, which is consistent with a smaller, owner-driven RIA model.

Assets & Accounts

Public Holdings

Investments & Alternatives