BLOOMFIELD HILLS, MICRD 132058Latest ADV March 23, 2026
Cranbrook Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 23, 2026, reports $907M in regulatory assets under management, 6 employees, 2 offices, and 1,015 accounts.
Assets Under Management
$907M
Employees
6
Offices
2 offices
Total Clients
253
Primary office
BLOOMFIELD HILLS, MI
36330 WOODWARD AVENUE, SUITE 200, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.2% of total clients.
Top client categories% of clientsClients
1
HNWI
50.2%
127
2
Individuals
49.8%
126
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$907Mas of March 23, 2026
Discretionary100.0%
$907M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$907M
Total Accounts1,015
10Y AUM Change+$367M (+67.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee42:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.