CRD: 293420
Bluebird Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2018
- Office Locations
- 2
Office Locations
About Bluebird Wealth Management LLC
Bluebird Wealth Management is an independent, privately owned fee-only fiduciary RIA providing portfolio management, standalone financial planning, and comprehensive wealth management (tax, retirement, estate/gift planning). Portfolios are built around client goals with a disciplined, tax-aware process and a bias toward individual stocks and bonds. Clients include individuals and entrepreneurs; investors get direct access to the portfolio manager, with assets custodied at Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN JAN SOKOLOWSKI
Chief Compliance Officer, Managing Member, President
- CRD
- #6920981
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KEITH PATRICK CORBETT
Financial Advisor, General Partner
- CRD
- #5859875
ANDREW JOHN SOKOL
--
- CRD
- #6560555
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,021,423 | $604,006 |
| Non-Discretionary | $0 | -- |
| Total | $154,021,423 | $604,006 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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