CRANBROOK WEALTH MANAGEMENT, LLC
SEC RegisteredYour Advisors for life ™
About the firm
Since 2006, Cranbrook Wealth Management has brought a lifetime perspective to clients' complex financial situations as a trusted, independent, fee-only, fiduciary investment advisory firm. With more than $906 million in client assets under management as of December 31, 2025, the team executes with discipline and competency, building client relationships through expertise, trust, and empathy. Cranbrook Wealth Management, LLC is an SEC Registered Investment Adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, investment guidance, strategic wealth planning, cash flow management, estate plan design, insurance policy evaluation, business succession planning, retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans, life insurance, long-term care, disability and critical illness insurance, and health insurance group health benefits.
Who they serve
Individuals and families seeking an independent, fiduciary relationship and a comprehensive wealth management plan, including those with complex financial situations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 126 | $263M |
| High Net Worth Individuals | 127 | $636M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRANBROOK WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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