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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bluebird Wealth Management LLC
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|---|---|
| CRD # | 293420 |
| SEC # | 801-132489 |
| CIK # | |
| AUM | $136.8 M (2025-05-16) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 508-359-4349 |
| Address | 266 Main Street Medfield, MA 02052 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 23.1 |
| (b) Individuals (high net worth individuals) | 45 | 101.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 136.8 |
| By Discretionary | ||
| Discretionary | 212 | 136.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.8 | |
| Total | 212 | 136.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Plus Group Wealth Advisors LLC
✚
|
WI | 0.1 |
|
McAlvany Wealth Management LLC
✚
|
CO | 0.1 |
|
Dedeker Financial LLC
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|
MN | 0.1 |
|
BWA LLC
✚
|
CA | 0.1 |
|
Palos Management Inc
✚
|
0.1 | |
|
Sonoma Private Wealth LLC
✚
|
0.1 | |
|
Lion Capital Advisors LLC
✚
|
FL | 0.1 |
|
TCM Advisors LLC
✚
|
0.1 | |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Forthright Partners LLC
✚
|
GA | 0.1 |