# Bluebird Wealth Management LLC

> Bluebird Wealth Management LLC is an SEC-registered investment advisory firm in Medfield, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 293420
- Filed as: BLUEBIRD WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Medfield, MA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293420
- AdvisorCensus page: https://advisorcensus.com/firm/bluebird-wealth-management-llc-medfield-ma-293420

## Quick answers

**How is Bluebird Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bluebird Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bluebird Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Up to $1,000,000: 1.25% a year; Above $1,000,001: 1% a year; Flat fee: up to $10,000 (Financial Planning); Hourly rate: $250 to $500 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bluebird Wealth Management LLC located?**
Bluebird Wealth Management LLC's principal office is in Medfield, MA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Bluebird Wealth Management LLC registered with the SEC or a state?**
Bluebird Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 293420.

**How much does Bluebird Wealth Management LLC manage?**
Bluebird Wealth Management LLC reports $154,021,423 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Bluebird Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Bluebird Wealth Management LLC: Regulatory assets under management: $136,808,669 in the October 2025 data and $154,021,423 in the October 2026 data, up 13%. Total employees: 5 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bluebird Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (52).

**Which custodians does Bluebird Wealth Management LLC use?**
Bluebird Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bluebird Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293420

**Does Bluebird Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We have no minimum account size."

**What changed in Bluebird Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $136,808,669 to $154,021,423 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Up to $1,000,000: 1.25% a year
- Above $1,000,001: 1% a year

> Assets Under Management Annual Fee $0 - $1,000,000 1.25% $1,000,001 and up 1.00%

- Account minimum: None

> We have no minimum account size.

- Flat fee: up to $10,000 (Financial Planning)

> As a fixed fee, typically ranging up to $10,000, depending on the nature and complexity of each client’s circumstances, or

- Hourly rate: $250 to $500 an hour (Financial Planning)

> On an hourly basis of $250 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $154,021,423
- Discretionary: $154,021,423
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $26,359,674 |
| High net worth individuals | 52 | $114,636,987 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $13,024,762 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Amesbury, MA

### Websites listed on Form ADV (Item 1.I)
- bluebirdwealthmanagement.com
- Facebook @BluebirdWealthManagement
- Instagram @bluebirdwealthmanagement
- LinkedIn @bluebird-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $136,808,669 | 5 | May 16, 2025 |
| October 2026 | $154,021,423 | 3 | September 10, 2026 |

Regulatory assets under management: $136,808,669 in the October 2025 data and $154,021,423 in the October 2026 data, up 13%.
Total employees: 5 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $136,808,669 to $154,021,423 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluebird Wealth Management LLC (CRD 293420): Form ADV filing data as of October 2026.