# Cranbrook Wealth Management, LLC

> Cranbrook Wealth Management, LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 132058
- Filed as: CRANBROOK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132058
- AdvisorCensus page: https://advisorcensus.com/firm/cranbrook-wealth-management-llc-bloomfield-hills-mi-132058

## Quick answers

**How is Cranbrook Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cranbrook Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Cranbrook Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.1% to 0.95% a year (a range, as the brochure states it); Flat fee: $10,000 to $100,000 a year (stand-alone financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cranbrook Wealth Management, LLC located?**
Cranbrook Wealth Management, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Cranbrook Wealth Management, LLC registered with the SEC or a state?**
Cranbrook Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 132058.

**How much does Cranbrook Wealth Management, LLC manage?**
Cranbrook Wealth Management, LLC reports $906,790,077 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Cranbrook Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cranbrook Wealth Management, LLC: Regulatory assets under management: $854,287,600 in the October 2021 data and $906,790,077 in the October 2026 data, up 6%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cranbrook Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (127); individuals (other than high net worth individuals) (126).

**Which custodians does Cranbrook Wealth Management, LLC use?**
Cranbrook Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cranbrook Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132058

**What changed in Cranbrook Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $777,819,511 to $906,790,077 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.1% to 0.95% a year (a range, as the brochure states it)

> Our fee is negotiable, but it generally ranges from 0.10% to 0.95% depending on the size of the account, services to be rendered, and other considerations.

- Flat fee: $10,000 to $100,000 a year (stand-alone financial planning)

> For clients requesting stand-alone financial planning, we charge a fixed annual fee, typically ranging from $10,000 to $100,000, depending upon the complexity of the project, scope of the services required, and the professional(s) utilized in preparing the financial plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $906,790,077
- Discretionary: $906,790,077
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $263,052,352 |
| High net worth individuals | 127 | $636,150,321 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,587,404 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MI, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cranbrookwealth.com
- LinkedIn @CRANBROOK-WEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $854,287,600 | 5 | March 30, 2021 |
| October 2022 | $1,002,471,125 | 5 | March 30, 2022 |
| October 2023 | $676,302,366 | 7 | March 21, 2023 |
| October 2024 | $699,717,426 | 6 | March 19, 2024 |
| October 2025 | $777,819,511 | 6 | March 20, 2025 |
| October 2026 | $906,790,077 | 6 | March 23, 2026 |

Regulatory assets under management: $854,287,600 in the October 2021 data and $906,790,077 in the October 2026 data, up 6%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $777,819,511 to $906,790,077 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cranbrook Wealth Management, LLC (CRD 132058): Form ADV filing data as of October 2026.