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BLUEBIRD WEALTH MANAGEMENT LLC

MEDFIELD, MA · CRD 293420 · IAPD ↗ · (508) 359-4349

$154.0MRegulatory AUM
3Advisory reps
3Employees
18Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BLUEBIRD WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2025 — BLUEBIRD WEALTH MANAGEMENT LLC (MEDFIELD, MA) is newly SEC-registered with $136.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.