CRANBROOK WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2006

Total AUM

$907M

Discretionary

$907M

100% of AUM

Avg account

$893K

Accounts

1,015

Employees

Advisory reps

Firm details

Headquarters: Bloomfield Hills, Michigan
CRD number: 132058
Registered since: February 15, 2006
Website: www.cranbrookwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI70.15%
Individuals29.01%
Pension & Profit Sharing Plans0.84%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cranbrook Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a capital allocator, favoring public funds and mutual funds as core building blocks while layering fixed income and bond-focused strategies at the portfolio level. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of third‑party advisers. Investment activity shows a clear tilt toward pooled public vehicles and bond exposure: the firm’s largest single holding is a Vanguard intermediate‑term bond index fund and the bulk of its reported 13-F assets are ETFs. Cranbrook uses a fee model that combines a percentage of assets under management with fixed fees, which aligns with its client base of high‑net‑worth individuals and families. It does not position itself as an active ESG investor.