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 registered investment adviser that began SEC registration in 2024 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional clients and offers a mix of fee arrangements, including percentage-of-AUM, hourly and fixed fees, and performance-based fees. Advisory services listed by the firm include financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional/business accounts. The firm is not flagged as an active ESG investor, is not multi-state, and is not identified as a pension consultant or related adviser.
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 3
Jeffrey Wu
Managing PartnerCRD 4894325
Brent Woolsey
Financial AdvisorCRD 4863635
Derek Lew
Financial AdvisorCRD 4745786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$149M in ETFs
51%
$75.5M
41%
$73.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM US EQUITY 6 MONTH BUFFER10 JAN/JUL ETF (SIXJ) | Active | Options Trading | $10.6M | 290,848 | 7.13% |
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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