Cranbrook Wealth Management LLC

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Cranbrook Wealth Management LLC
CRD #132058
SEC #801-66180
CIK #0001599084
AUM 906.8 M (2026-03-23)
Employees 6 (83% Investors, 0% Brokers)
Fees
Minimum
Phone248-362-0900
Address36330 Woodward Avenue
Bloomfield Hills, MI 48304
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
110088066044022002006201320202027
Fees and Compensation — Form ADV Part 2A (3/23/2026) [Brochure]
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]
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 ($M)
60048036024012002013201720222027
AUM Breakdown Accounts AUM ($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
Clients1
ServesInstitutional, Retail
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