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BLUEBIRD WEALTH MANAGEMENT LLC

CRD 293420 · SEC 801-132489

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266 MAIN STREET, SUITE 19B, MEDFIELD, MA, 02052, United States

Phone

(508) 359-4349

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$154.0M

Discretionary AUM

$154.0M

Team

3 total employees; 3 advisory reps; 18 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals60$26.4M
High net worth individuals52$114.6M

States served

ME, MA, NY, NH

All web addresses on file

Official SEC filing: View on IAPD