Cranbrook Wealth Management, Llc
- Regulatory AUM
- $907M
- Discretionary
- $907M
- Clients
- 253
- Avg AUM / client
- $3.6M
- Accounts
- 1,015
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Investments (13F portfolio — 385 positions, $491,591,618)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | INTERMED TERM | $55,436,359 | 718,274 | 11.3% | 6.11% |
| 2 | Ishares Tr | CORE S&P500 ETF | $54,835,218 | 83,947 | 11.2% | 6.05% |
| 3 | Ishares Tr | CORE MSCI EAFE | $35,789,728 | 395,336 | 7.28% | 3.95% |
| 4 | Vanguard Index Fds | MID CAP ETF | $31,038,763 | 108,081 | 6.31% | 3.42% |
| 5 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $18,426,569 | 383,487 | 3.75% | 2.03% |
| 6 | Schwab Strategic Tr | INTL EQTY ETF | $16,640,322 | 672,336 | 3.39% | 1.84% |
| 7 | Ishares Tr | CORE S&P SCP ETF | $13,346,215 | 107,362 | 2.71% | 1.47% |
| 8 | Vanguard Index Fds | GROWTH ETF | $11,952,837 | 27,365 | 2.43% | 1.32% |
| 9 | Vanguard Index Fds | LARGE CAP ETF | $11,248,294 | 37,639 | 2.29% | 1.24% |
| 10 | Vanguard Index Fds | VALUE ETF | $10,852,782 | 55,315 | 2.21% | 1.2% |
| 11 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $10,008,568 | 185,172 | 2.04% | 1.1% |
| 12 | Spdr Gold Tr | GOLD SHS | $8,880,333 | 20,638 | 1.81% | 0.98% |
| 13 | Select Sector Spdr Tr | STATE STREET TEC | $8,548,298 | 64,321 | 1.74% | 0.94% |
| 14 | Ishares Tr | EAFE GRWTH ETF | $8,447,121 | 75,847 | 1.72% | 0.93% |
| 15 | Ishares Gold Tr | ISHARES NEW | $8,189,389 | 92,892 | 1.67% | 0.9% |
| 16 | Vanguard Index Fds | MCAP VL IDXVIP | $7,551,017 | 40,976 | 1.54% | 0.83% |
| 17 | Apple Inc | COM | $6,797,811 | 26,785 | 1.38% | 0.75% |
| 18 | Ishares Tr | S&P 500 GRWT ETF | $6,599,715 | 58,348 | 1.34% | 0.73% |
| 19 | Ishares Tr | IBOXX HI YD ETF | $6,249,395 | 78,549 | 1.27% | 0.69% |
| 20 | Vanguard Index Fds | MCAP GR IDXVIP | $6,035,070 | 23,451 | 1.23% | 0.67% |
| 21 | Ishares Bitcoin Trust Etf | SHS BEN INT | $5,636,745 | 146,714 | 1.15% | 0.62% |
| 22 | Ishares Tr | CORE 1 5 YR USD | $5,627,169 | 116,120 | 1.14% | 0.62% |
| 23 | Ishares Tr | TIPS BD ETF | $5,268,065 | 47,735 | 1.07% | 0.58% |
| 24 | Ishares Tr | S&P 500 VAL ETF | $4,937,578 | 23,384 | 1.0% | 0.54% |
| 25 | Vanguard Bd Index Fds | SHORT TRM BOND | $4,916,458 | 62,702 | 1.0% | 0.54% |
Top 25 of 385 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $263M | 29.0% |
| High net worth individuals | 127 | $636M | 70.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.6M | 0.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust Arnold & Porter Kaye Scholer Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Edward Balamucki | Member / Owner / President | Chartered Financial Consultant | Jun 2004 (22y) | 75% or more |
| Mark Roosevelt Fitzgerald | Chief Executive Officer | Sep 2010 (16y) | 10% – 25% | |
| Logan Thomas Ross | President | CFP | Jan 2016 (11y) | 10% – 25% |
| Dominic John Di Giacomo | Registered representative | CFP | Feb 2023 (3y) | |
| Mitchell Mowid | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust | Arnold & Porter Kaye Scholer Llp | 1,788 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $859M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗