CRD: 132058
Cranbrook Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2006
- Office Locations
- 3
Office Locations
About Cranbrook Wealth Management, LLC
Cranbrook Wealth Management is an independent, fee-only fiduciary RIA founded in 2006, providing portfolio management, investment guidance, and multi-discipline wealth planning for clients with complex financial needs. The firm’s CIO-led team builds primarily ETF- and public-fund-based portfolios and supports planning areas like tax and estate strategy, with custody commonly through Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ROOSEVELT FITZGERALD
Chief Executive Officer
- CRD
- #3204553
- Ownership
- 50% but less than 75%
LOGAN THOMAS ROSS
Partner, President
- CRD
- #6096636
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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RICHARD EDWARD BALAMUCKI
Partner
- CRD
- #847418
MITCHELL MOWID
Investment Advisor Representative
- CRD
- #7528606
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $906,790,077 | $893,389 |
| Non-Discretionary | $0 | -- |
| Total | $906,790,077 | $893,389 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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