Bluebird Wealth Management LLC

Bluebird Wealth Management LLC (CRD# 293420) is a financial advisory firm headquartered in Medfield, MA. They manage $106,315,706 in 189 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

266 Main St. Suite 19b, Medfield, MA 02052

By the Numbers

Total Assets Under Management

106

MILLION
Total Number of Accounts

189

ACCOUNTS
Average Account Value

$562,517

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Bluebird Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Keith P. Corbett

CRD#: 5859875

W Newbury, MA

Keith Corbett (CRD# 5859875) is an Investment Advisor Representative working at Bluebird Wealth Management LLC in W Newbury, MA and has over 13 years of experience in the finance industry.

Brian J. Sokolowski

CRD#: 6920981

266 Main St. Suite 19b, Medfield, MA 02052

Brian Sokolowski (CRD# 6920981) is an Investment Advisor Representative working at Bluebird Wealth Management LLC in Medfield, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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