RED CRANE WEALTH MANAGEMENT, LLC

CRD 284006File 801-129813

APPROVED

Retail clients

Custody

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$151.6M

Bottom 25% of cohort (national)

Discretionary AUM

$151.6M

Clients

156

441 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 1, 2024
Principal office: 3000 EL CAMINO REAL, BUILDING 4, SUITE 200, PALO ALTO, CA, 94306
Phone: 415-316-0982
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/RED-CRANE-WEALTH-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $151.6M
Discretionary AUM: $151.6M
Non-discretionary AUM: $0
Discretionary accounts: 441
Non-discretionary accounts: 0
Total accounts: 441
AUM per client: $972K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	60	$15.6M
Pooled investment vehicles	1	$5.0M
Individuals (other than high net worth individuals)	95	$131.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.