Overview
Assets Under Management: $134 million
Headquarters: PALO ALTO, CA
High-Net-Worth Clients: 72
Average Client Assets: $1 million
Frequently Asked Questions
RED CRANE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284006), RED CRANE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RED CRANE WEALTH MANAGEMENT, LLC is headquartered in PALO ALTO, CA.
RED CRANE WEALTH MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, RED CRANE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
RED CRANE WEALTH MANAGEMENT, LLC manages $134 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, RED CRANE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.40
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 443
Discretionary Accounts: 443
Regulatory Filings
CRD Number: 284006
Last Filing Date: 2025-02-07 00:00:00
Website: https://redcranewealth.com