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| Bluebird Wealth Management LLC
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| CRD # | 293420 |
| SEC # | 801-132489 |
| CIK # | 0002104503 |
| AUM | 154.0 M (2026-06-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-359-4349 |
| Address | 266 Main Street Medfield, MA 02052 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002104503 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.4 | ||
| Nvidia Corp | 4.3 | ||
| Microsoft Corp | 3.0 | ||
| Facebook Inc | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| LyondellBasell Industries NV | 2.6 | ||
| CrowdStrike Holdings Inc | 2.6 | ||
| Arista Networks Inc | 2.2 | ||
| Barclays PLC | 2.2 | ||
| Citigroup Inc | 2.1 | ||
| Teradyne Inc | 2.0 | ||
| Netflix Inc | 2.0 | ||
| Regeneron Pharmaceuticals Inc | 2.0 | ||
| Wal Mart Stores Inc | 2.0 | ||
| TJX Companies Inc /DE/ | 2.0 | ||
| Goldman Sachs Group Inc | 1.9 | ||
| Uber Technologies Inc | 1.9 | ||
| Lilly Eli & Co | 1.8 | ||
| Spotify Technology Sa | 1.8 | ||
| J P Morgan Chase & Co | 1.8 | ||
| ServiceNow Inc | 1.8 | ||
| Caterpillar Inc | 1.7 | ||
| Corning Inc /NY | 1.7 | ||
| American Express Co | 1.6 | ||
| Alibaba Group Holding Ltd | 1.6 | ||
| United Parcel Service Inc | 1.5 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Linde PLC | 1.5 | ||
| Royal Caribbean Cruises Ltd | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 26.4 |
| (b) Individuals (high net worth individuals) | 52 | 114.6 |
| (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 | 13.0 |
| (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 | 255 | 154.0 |
| By Discretionary | ||
| Discretionary | 255 | 154.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 255 | 154.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.0 | |
| Total | 255 | 154.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104503] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Newbury Capital Management LLC
✚
|
CA | 154.1 M |
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First Source Investment Partners LLC
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Forrest Financial Services LLC
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ATFS Advisers LLC
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153.9 M | |
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Uptown Financial Advisors LLC
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S & S Wealth Management LP
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Prien Asset Management LLC
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NM | 153.7 M |
|
Trails Edge Wealth Advisers LLC
✚
|
153.7 M | |
|
Maiden Cove Capital LLC
✚
|
ME | 153.7 M |