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CRANE & ASSOCIATES WEALTH MANAGEMENT
CRANE ADVISORY LLC
CRD 314432 · SEC 801-121979
801 E. CHAPMAN AVE, SUITE 104, FULLERTON, CA, 92831, United States
Phone
714-525-4445
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$934.6M
Discretionary AUM
$736.0M
Team
12 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $133.3M |
| High net worth individuals | 248 | $602.7M |
| Pension/profit sharing plans | 1 | $198.7M |
States served
AZ, CA, CO, ID, NV, WA, TX
All web addresses on file
Official SEC filing: View on IAPD