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RED CRANE WEALTH MANAGEMENT, LLC

PALO ALTO, CA · CRD 284006 · IAPD ↗ · 415-316-0982

$151.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — RED CRANE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($106.0M -> $134.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — RED CRANE WEALTH MANAGEMENT, LLC (PALO ALTO, CA) is newly SEC-registered with $106.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.