BLUEBIRD WEALTH MANAGEMENT LLC
CRD #293420 SEC #801-132489 MEDFIELD, MA (508) 359-4349
SEC Registered
Total AUM
$136.8M
Discretionary
$136.8M
Employees
5
Clients
25
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $136.8M | $136.8M | $0 | 5 | 20 |
| Apr 2025 | $136.8M | $136.8M | $0 | 5 | 20 |
| Mar 2025 | $136.8M | $136.8M | $0 | 5 | 20 |
DateMay 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees5
Clients20
DateApr 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees5
Clients20
DateMar 2025
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees5
Clients20