Bluebird Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Medfield, MA. Its latest Form ADV filing, dated April 17, 2026, reports $154M in regulatory assets under management, 3 employees, 1 office, and 255 accounts.
Assets Under Management
$154M
Employees
3
Offices
1 office
Total Clients
112
Primary office
MEDFIELD, MA
266 MAIN STREET, SUITE 19B, MEDFIELD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.6% of total clients.
Top client categories% of clientsClients
1
Individuals
53.6%
60
2
HNWI
46.4%
52
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of April 17, 2026
Discretionary100.0%
$154M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$154M
Total Accounts255
10Y AUM Change+$17M (+12.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.