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RED CRANE WEALTH MANAGEMENT, LLC
CRD 284006File 801-129813
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$151.6M
Bottom 25% of cohort (national)
Discretionary AUM
$151.6M
Clients
156
441 accounts
Employees
3
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 153 | 156 | increased by3 |
| Mar 1, 2026 | AUM | $134,072,600 | $151,574,482 | increased by$17,501,882 |
| Mar 1, 2026 | Accounts | 443 | 441 | decreased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RED CRANE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RED CRANE” may also match similarly-named firms). Confirm identity against each filing.
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.