Adviser Profile
| As of Date | 04/25/2025 |
| Registration status | Registration Changed to BLUEBIRD WEALTH MANAGEMENT LLC |
| ADV Location | MEDFIELD, MA, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 136,808,669 29% |
| of that, discretionary | 136,808,669 29% |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 645,324 15% |
| % High Net Worth | 44.12% -37% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LARRY D. LIBERFARB, P.C. | Filing Date08/11/2025 | Form ADV-E View Report |
| Accounting Firm Name LARRY D LIBERFARB, PC | Filing Date08/20/2024 | Form ADV-E View Report |
| Accounting Firm Name LARRY D LIBERFARB, PC | Filing Date06/14/2023 | Form ADV-E View Report |