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| Cranbrook Wealth Management LLC
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| CRD # | 132058 |
| SEC # | 801-66180 |
| CIK # | 0001599084 |
| AUM | 906.8 M (2026-03-23) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-362-0900 |
| Address | 36330 Woodward Avenue Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/23/2026) [Brochure] |
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Item 5: Fees and Compensation
We have added a disclosure stating that clients engaging us for stand-alone
financial planning services will typically pay a fixed annual fee ranging from
$10,000 to $100,000, depending upon the complexity and scope of services. Fees
are billed quarterly in advance.
We have clarified that our Investment Management Agreement establishes the fee
payable to an independent manager when applicable.
We have updated our disclosure regarding the calculation and refund of any
unearned fees in the event financial planning services are terminated. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/23/2026) [Brochure] |
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ITEM 7: TYPES OF CLIENTS We offer our services to individuals, pension and profit-sharing plans, charitable institutions, trusts, estates, corporations, and business entities. Part 2A of Form ADV 10 Cranbrook Wealth Management, LLC We do not impose any conditions for starting or maintaining an account, such as a minimum annual fee or account balance. However, Independent Managers may impose their own minimum investment amounts. In addition, certain private equity funds are only available to accredited investors and/or qualified purchasers. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.9 | ||
| iShares Comex Gold Trust | 8.2 | ||
| Apple Inc | 6.8 | ||
| iShares Bitcoin Trust | 5.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 263.1 |
| (b) Individuals (high net worth individuals) | 127 | 636.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,015 | 906.8 |
| By Discretionary | ||
| Discretionary | 1,015 | 906.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,015 | 906.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 906.8 | |
| Total | 1,015 | 906.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599084] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
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