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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 16, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Sokolowski, Brian, Jan | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Sokolowski, Brian, Jan | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Sokolowski, Brian, Jan | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 16, 2025 REGISTERED
Notice Filings (4)
MA ME NH NY
Address
266 MAIN STREETSUITE 19B
MEDFIELD, MA 02052
United States
Phone: (508) 359-4349