BLUEBIRD WEALTH MANAGEMENT LLC
BLUEBIRD WEALTH MANAGEMENT LLC of MEDFIELD, MA is an SEC-registered investment adviser (CRD 293420). Regulatory assets under management: $154.0M.
Registration
- CRD: 293420
- SEC file number: 801-132489
- Type: Registered investment adviser
- 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 | — |
More on this firm