Cranbrook Wealth Management LLC

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Assets, Funds, Holdings

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Cranbrook Wealth Management LLC
CRD #132058
SEC #801-66180
CIK #0001599084
AUM $777.8 M (2025-03-20)
Employees 6 (67% Investors, 0% Brokers)
Phone248-362-0900
Address36330 Woodward Avenue
Bloomfield Hills, MI 48304
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
110088066044022002004201120182026
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 8.0
SPDR Gold Trust 7.9
Apple Inc 5.2
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
50040030020010002014201820222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 123 232.6
(b) Individuals (high net worth individuals) 119 538.6
(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 6.6
(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 945 777.8
By Discretionary
Discretionary 945 777.8
Non-Discretionary 0 0.0
Total 945 777.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 777.8
Total 945 777.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001599084]
Comparable Firms State AUM ($B)
Gilman Hill Asset Management LLC
CT 0.8
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CA 0.8
Key Client Fiduciary Advisors LLC
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Chatham Capital Group Inc
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Leisure Capital Management Inc
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Columbus Macro LLC
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Westside Investment Management LLC
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Integrated Investment Consultants LLC
MI 0.8
LP Investment Management LLC
TX 0.8
ORG Partners LLC
IN 0.8
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