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RED CRANE WEALTH MANAGEMENT, LLC
CRD 284006 · SEC 801-129813
3000 EL CAMINO REAL, BUILDING 4, SUITE 200, PALO ALTO, CA, 94306, United States
Phone
415-316-0982
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.6M
Discretionary AUM
$151.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $131.0M |
| High net worth individuals | 60 | $15.6M |
| Pooled investment vehicles | 1 | $5.0M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD