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CRANE & ASSOCIATES WEALTH MANAGEMENT

FULLERTON, CA · CRD 314432 · IAPD ↗ · doncrane.com · 714-525-4445

$934.6MRegulatory AUM
3Advisory reps
12Employees
2Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — CRANE & ASSOCIATES WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — CRANE & ASSOCIATES WEALTH MANAGEMENT reported RAUM up 25% ($645.5M -> $809.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CRANE & ASSOCIATES WEALTH MANAGEMENT crossed $500M in regulatory AUM ($397.5M -> $645.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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