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CRANBROOK WEALTH MANAGEMENT, LLC
CRD 132058File 801-66180
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$906.8M
Above cohort median (national)
Discretionary AUM
$906.8M
Clients
253
1,015 accounts
Employees
6
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 15, 2006
- Principal office
- 36330 WOODWARD AVENUE, SUITE 200, BLOOMFIELD HILLS, MI, 48304
- Phone
- 248-362-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $906.8M
- Discretionary AUM
- $906.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,015
- Non-discretionary accounts
- 0
- Total accounts
- 1,015
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 127 | $636.2M |
| Pension and profit sharing plans | Fewer than 5 | $7.6M |
| Individuals (other than high net worth individuals) | 126 | $263.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.