Updated:
Bluebird Wealth Management LLC
BLUEBIRD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in MEDFIELD, MA, registered since 2025. The firm manages approximately $154 million in...
Bluebird Wealth Management LLC
BLUEBIRD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in MEDFIELD, MA, registered since 2025. The firm manages approximately $154 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Bluebird Wealth Management?
No named principals or investment committee members are disclosed in public records. The firm is registered as an RIA, so at least one designated principal would be responsible for compliance, but their identity is not publicly available.
Is Bluebird Wealth Management structured as a single family office or multi-family office?
Based on its SEC registration as an investment adviser, Bluebird Wealth Management operates as a multi-family office or RIA serving multiple clients, rather than a single-family office. It does not appear to manage a single concentrated fortune.
What investment stages does Bluebird Wealth Management target?
The firm's investment approach is not publicly detailed. As a registered investment adviser serving high-net-worth individuals, it likely focuses on public market securities and liquidity-managed portfolios rather than early-stage or direct private equity.
Does Bluebird Wealth Management participate in fund commitments or only direct deals?
Public information does not indicate fund investment activity. The firm may allocate client capital to third-party funds through advisory channels, but no direct commitments or co-investments are reported.
Which sectors does Bluebird Wealth Management explicitly avoid?
No sector restrictions are disclosed. Given its role as a wealth manager, investment decisions likely follow client-specific mandates rather than firm-wide exclusion lists.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: