SourcingSourcing

BLUEBIRD WEALTH MANAGEMENT LLC

B61
CRD 293420·SEC 801-132489·MEDFIELD, MA
AUM
$154.0M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$462K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUEBIRD WEALTH MANAGEMENT LLC
CRD
293420
SEC file #
801-132489
EIN
825365083
DBA names
—

Economics

AUM
$154.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$136.8M → $154.0M▲ +13%
Client mix
Individuals Other60
Individuals High Net Worth52

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
MEDFIELD MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
facebook.com/bluebirdwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Sokolowski, Brian, Jan
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Sokolowski, Brian, Jan
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bluebird.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002104503
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-03
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002104503-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5289
Soi Zip Pct 200k Plus
0.3537
Soi Zip Returns 200k Plus
2200
Soi Zip Total AGI
1,589,839
Census Median Hh Income
215,099
Census High Income Households
2,340
Census Median Age
40.9
Census Pop 65 66 Total
285
Census Total Households
4,463
Census NAICS 523930 Count
4
Fdic Zip Total Deposits
15,241,898,000
Fdic Zip Branch Count
162
Fdic Zip Top Banks
Bank of America, National Association
Needham Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Census Bachelors Plus Count
3,334
Census Median Home Value
836,400
Census NAICS 523930 Employees
0
Census Unemployed Count
304
Census Zip
02052
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
266 MAIN ST; SUITE 19BMEDFIELD, MA 02052
Business
266 MAIN ST; SUITE 19BMEDFIELD, MA 02052
Edgar EIN
825365083
Edgar Recent Filings
13F-HR2026-05-08 · 0002104503-26-000002
13F-HR2026-02-03 · 0002104503-26-000001
Fdic Zip Branches Raw
BayBankMedfield, MA
The First National Bank of BostonMedfield, MA
Fdic Zip HHI
1645.77
Fdic Zip Top Bank Share Pct
33.87
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,499
Returns1,300
Stub 2
AGI23,045
Returns620
Stub 3
AGI33,480
Returns540
Soi Zip Total Business Income
57,544
Soi Zip Total Cap Gains
175,840
Soi Zip Total Dividends
49,395
Soi Zip Total Returns
6,220
Top Owner CRD
6920981
Trust Company Affiliate
No

People (3)

3
Sokolowski, Brian, Jan
IAR · Direct Owner · 87.5%
6920981
KEITH PATRICK CORBETT
IAR
5859875
ANDREW JOHN SOKOL
IAR
6560555