# Red Crane Wealth Management, LLC

> Red Crane Wealth Management, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 284006
- Filed as: RED CRANE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284006
- AdvisorCensus page: https://advisorcensus.com/firm/red-crane-wealth-management-llc-palo-alto-ca-284006

## Quick answers

**How is Red Crane Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Red Crane Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Red Crane Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Flat fee: $3,000 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Red Crane Wealth Management, LLC located?**
Red Crane Wealth Management, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Red Crane Wealth Management, LLC registered with the SEC or a state?**
Red Crane Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284006.

**How much does Red Crane Wealth Management, LLC manage?**
Red Crane Wealth Management, LLC reports $151,574,482 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Red Crane Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Red Crane Wealth Management, LLC: Regulatory assets under management: $106,004,000 in the October 2024 data and $151,574,482 in the October 2026 data, up 43%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Red Crane Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (60); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Red Crane Wealth Management, LLC use?**
Red Crane Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Red Crane Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284006

**What changed in Red Crane Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $134,072,600 to $151,574,482 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Flat fee: $3,000 to $10,000 (financial planning and consulting services)

> Flat fees range from $ 3,000 to $10,000. The fee -paying arrangements will be determined on a case -by-case basis and will be detailed in the signed consulting agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,574,482
- Discretionary: $151,574,482
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $130,960,696 |
| High net worth individuals | 60 | $15,572,410 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,041,376 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redcranewealth.com
- LinkedIn @RED-CRANE-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $106,004,000 | 3 | June 28, 2024 |
| October 2025 | $134,072,600 | 3 | February 7, 2025 |
| October 2026 | $151,574,482 | 3 | February 19, 2026 |

Regulatory assets under management: $106,004,000 in the October 2024 data and $151,574,482 in the October 2026 data, up 43%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $134,072,600 to $151,574,482 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Crane Wealth Management, LLC (CRD 284006): Form ADV filing data as of October 2026.