Bluebird Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Bluebird Wealth Management reports 112 clients. They include 60 individual clients and 52 high-net-worth individuals. Of its assets, 100.0% ($154M across 255 accounts) are managed with discretion. It advised 18 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 17% |
| High-net-worth individuals | 46% | 74% |
| Charitable organizations | Fewer than 5 | 8% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $26.4M | 17.1% | $439K |
| High-net-worth individuals | 52 | $115M | 74.4% | $2.2M |
| Charitable organizations | Fewer than 5 | $13M | 8.5% | — |
| Total | 112 | $154M | 100% | — |
- Clients
- 60
- Regulatory AUM
- $26.4M
- AUM share
- 17.1%
- Avg. per client
- $439K
- Clients
- 52
- Regulatory AUM
- $115M
- AUM share
- 74.4%
- Avg. per client
- $2.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $13M
- AUM share
- 8.5%
- Avg. per client
- —
Total
- Clients
- 112
- Regulatory AUM
- $154M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 18
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Bluebird Wealth Management charges 1.00%–1.25% a year for its Portfolio Management Fees. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged as a fixed fee, typically up to $10,000, or hourly at $250 to $500 per hour, due in arrears.
Brian Sokolowski owns 75% or more of Bluebird Wealth Management. The leadership team of Bluebird Wealth Management includes Chief Compliance Officer Brian Sokolowski. It has 3 employees.
Leadership
- Brian SokolowskiManaging Member and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Bluebird Wealth Management LLC
Brian Sokolowski
Control person · since February 2018
Bluebird Wealth Management’s regulatory assets grew from $137M (May 2025) to $154M (September 2026); clients rose from 98 to 112 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $154M | 112 | 3 | 2 |
| May 2025 | $137M | 98 | 5 | 2 |
Besides its headquarters, Bluebird Wealth Management has 1 office, with 2 listed addresses in Massachusetts.
Massachusetts · 2 listed addresses
- 266 Main Street, Suite 19b, MedfieldHQ
- 12 Oakland Street, Amesbury
Contact and registration details
- Legal name
- Bluebird Wealth Management LLC
- Headquarters
- 266 Main Street, Suite 19b, Medfield, MA 02052
- Website
- Not reported
- Phone
- 508-359-4349
- @bluebird-wealth-management
- SEC file
- 801-132489
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Bluebird Wealth Management uses Charles Schwab ($149M) as custodian for its separately managed accounts. Bluebird Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $149M100%
At year end, Bluebird Wealth Management’s separately managed accounts were mostly in stocks (72%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $115M across 89 positions; the largest are Nvidia Corporation (4.4%), Apple Inc. (4.1%) and Crowdstrike Hldgs Inc. (4.1%).
What the accounts hold
- Stocks72%
- Exchange-traded equities71%
- Non-exchange-traded equities1%
- Funds4%
- Bonds20%
- Investment grade corporate bonds16%
- State and local bonds3%
- U.S. government and agency bonds1%
- Cash6%
Reported 13F holdings
- $115M
- Reported 13F value
- 89
- Positions
- 29.8%
- In the 10 largest
- +18.1%
- Value vs. prior quarter
- Nvidia Corporation4.4%
- Apple Inc.4.1%
- Crowdstrike Hldgs Inc. · CL A4.1%
- Amazon Com Inc.2.7%
- Datadog Inc. · CL A2.6%
- Microsoft Corp.2.5%
- Teradyne Inc.2.4%
- Meta Platforms Inc. · CL A2.4%
- Caterpillar Inc.2.2%
- Corning Inc.2.1%
Together, the ten largest are 29.8% of reported value.
How many clients does Bluebird Wealth Management have?
Bluebird Wealth Management has 112 clients and manages $154 million for them, as of September 2026. They include 60 individual clients and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Bluebird Wealth Management offer?
Bluebird Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bluebird Wealth Management charge?
Bluebird Wealth Management charges 1.00%–1.25% a year for its Portfolio Management Fees. The fee is negotiable.
Source: 04 17 2026 BBW FORM ADV PART 2A AND 2B FINAL, filed 10 September 2026
Which custodians does Bluebird Wealth Management use?
Bluebird Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Bluebird Wealth Management have?
Bluebird Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bluebird Wealth Management invest in?
At the end of its last fiscal year, Bluebird Wealth Management’s separately managed accounts held 71% exchange-traded equities, 16% investment grade corporate bonds, 6% cash and equivalents, 4% registered funds (mutual funds, ETFs, BDCs), 3% state and local bonds, 1% non-exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bluebird Wealth Management?
Bluebird Wealth Management’s direct owner is Brian Sokolowski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Bluebird Wealth Management get paid?
Bluebird Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bluebird Wealth Management?
Bluebird Wealth Management’s main office is at 266 Main Street, Suite 19b, Medfield, MA 02052. Its phone number is 508-359-4349.