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, owner-operated RIA organized as an LLC. The firm is SEC-registered (registration year 2024) and serves both individual/family and institutional clients. Its advisory offering covers financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and institutions. Fee arrangements are varied and include percentage-of-AUM billing, hourly and fixed-fee engagements, and performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Brent Woolsey
Financial AdvisorCRD 4863635
Jeffrey Wu
Managing PartnerCRD 4894325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$151M in ETFs
51%
$77.4M
36%
$73.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $7.9M | 129,158 | 5.23% |
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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