Overview
Assets Under Management: $137 million
Headquarters: MEDFIELD, MA
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
BLUEBIRD WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293420), BLUEBIRD WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
BLUEBIRD WEALTH MANAGEMENT LLC is headquartered in MEDFIELD, MA.
BLUEBIRD WEALTH MANAGEMENT LLC serves 45 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, BLUEBIRD WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BLUEBIRD WEALTH MANAGEMENT LLC manages $137 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, BLUEBIRD WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 212
Discretionary Accounts: 212
Regulatory Filings
CRD Number: 293420
Filing ID: 2058538
Last Filing Date: 2026-02-25 14:24:15