Bluebird Wealth Management LLC
Bluebird Wealth Management LLC is an SEC-registered wealth manager in Medfield, MA with $154.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Bluebird Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293420, SEC 801-132489, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $154.0M (2026-06-22)
- Firm type
- Wealth Manager
- Location
- Medfield, MA
- Employees
- 3
- Clients
- 112
- CRD
- 293420
- Ownership
- Sokolowski, Brian, Jan
How much AUM does Bluebird Wealth Management LLC have?
Bluebird Wealth Management LLC reported $154.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Bluebird Wealth Management LLC?
Disclosed owners and executives of Bluebird Wealth Management LLC include Sokolowski, Brian, Jan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.