RED CRANE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 284006
- Registered since
- April 1, 2024
- Website
- redcranewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals86.4%
- HNWI10.27%
- Pooled Investment Vehicles3.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Red Crane Wealth Management, LLC is an independent RIA that registered with the SEC in 2024 and is organized as an LLC with individual ownership. The firm advises both individual/family clients and institutional or business clients. Its advisory services include financial planning and portfolio management across individual accounts, small-business clients, pooled investment vehicles and institutional/balance-sheet mandates. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and the option for performance‑based compensation. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities11%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 3JEFFREY WU
Managing PartnerCRD 4894325
BRENT WOOLSEY
Wealth AdvisorCRD 4863635
DEREK LEW
Financial AdvisorCRD 4745786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$134M in ETFs
50%
$67.5M
43%
$67M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM US EQUITY 6 MONTH BUFFER10 JAN/JUL ETF (SIXJ) | Active | Options Trading | $11.2M | 332,223 | 8.31% |
Location
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 3000 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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