Cranbrook Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Cranbrook Wealth Management reports 253 clients. They include 127 high-net-worth individuals and 126 individual clients. Of its assets, 100.0% ($907M across 1,015 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 29% |
| High-net-worth individuals | 50% | 70% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 126 | $263M | 29.0% | $2.09M |
| High-net-worth individuals | 127 | $636M | 70.2% | $5.01M |
| Pension and profit-sharing plans | Fewer than 5 | $7.59M | 0.8% | — |
| Total | 253 | $907M | 100% | — |
- Clients
- 126
- Regulatory AUM
- $263M
- AUM share
- 29.0%
- Avg. per client
- $2.09M
- Clients
- 127
- Regulatory AUM
- $636M
- AUM share
- 70.2%
- Avg. per client
- $5.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.59M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 253
- Regulatory AUM
- $907M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Cranbrook Wealth Management charges 0.10%–0.95% a year for its Investment management fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning
- Stand-alone financial planning is a fixed annual fee, typically $10,000 to $100,000, depending on the complexity and scope of the project; billed quarterly in advance.
Mark Fitzgerald owns 50% to 75% of Cranbrook Wealth Management. Mark Fitzgerald is CEO; the leadership team includes President Logan Ross and Chief Compliance Officer Dominic DiGIACOMO. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Cranbrook Wealth Management, LLC
Mark Fitzgerald
Control person · since January 2023
- Owns 50% to 75% of Cranbrook Wealth Management, LLC
Logan Ross
Control person · since January 2023
Cranbrook Wealth Management’s regulatory assets grew from $854M (March 2021) to $907M (March 2026); clients rose from 232 to 253 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $907M | 253 | 6 | 3 |
| Mar 2025March 2025 | $778M | 242 | 6 | 3 |
| Mar 2024March 2024 | $700M | 221 | 6 | 3 |
| Mar 2023March 2023 | $676M | 230 | 7 | 3 |
| Mar 2022March 2022 | $1B | 249 | 5 | 1 |
| Mar 2021March 2021 | $854M | 232 | 5 | 1 |
Besides its headquarters, Cranbrook Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Michigan · 1 listed address
- 36330 Woodward Avenue, Suite 200, Bloomfield HillsHQ
Contact and registration details
- Legal name
- Cranbrook Wealth Management, LLC
- Headquarters
- 36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
- Website
- cranbrookwealth.com
- Phone
- 248-362-0900
- @cranbrook-wealth
- SEC file
- 801-66180
- Founded
- 2004
- Structure
- Michigan LLC
- Fiscal year end
- December
Cranbrook Wealth Management’s named custodian for separately managed accounts is Fidelity ($859M). Cranbrook Wealth Management has custody of $83M for 30 clients.
- FidelityNational Financial Services LLC · Boston, MA · $859M100%
At year end, Cranbrook Wealth Management’s separately managed accounts were mostly in funds (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $534M across 406 positions; the largest are iShares TR (11.6%), Vanguard BD Index Fds (10.5%) and iShares TR (7.2%).
What the accounts hold
- Funds97%
- Cash3%
How many clients does Cranbrook Wealth Management have?
Cranbrook Wealth Management has 253 clients and manages $907 million for them, as of March 2026. They include 127 high-net-worth individuals and 126 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Cranbrook Wealth Management offer?
Cranbrook Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cranbrook Wealth Management charge?
Cranbrook Wealth Management charges 0.10%–0.95% a year for its Investment management fee. The fee is billed in advance and is negotiable.
Which custodians does Cranbrook Wealth Management use?
Cranbrook Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $859M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Cranbrook Wealth Management have?
Cranbrook Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cranbrook Wealth Management invest in?
At the end of its last fiscal year, Cranbrook Wealth Management’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cranbrook Wealth Management?
Cranbrook Wealth Management’s direct owners are Mark Fitzgerald (50% to 75%) and Logan Ross (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Cranbrook Wealth Management get paid?
Cranbrook Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cranbrook Wealth Management?
Cranbrook Wealth Management’s main office is at 36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304. Its phone number is 248-362-0900. Its website is cranbrookwealth.com.
