# BLUEBIRD WEALTH MANAGEMENT LLC

BLUEBIRD WEALTH MANAGEMENT LLC of MEDFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 293420
- Type: SEC-registered investment adviser
- SEC file number: 801-132489
- Location: 266 MAIN STREET, SUITE 19B, MEDFIELD, MA, 02052
- Phone: (508) 359-4349
- Latest filing: 2026-06-22
- Regulatory AUM: $154.0M
- Discretionary AUM: $154.0M
- Clients: 3
- Accounts: 255

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Brian Jan Sokolowski | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293420/similar
- Related entities: https://search.stillhousedata.com/firm/293420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293420

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.