PALO ALTO, CACRD 284006Latest ADV February 19, 2026
Red Crane Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated February 19, 2026, reports $152M in regulatory assets under management, 3 employees, and 441 accounts.
Assets Under Management
$152M
Employees
3
Offices
--
Total Clients
156
Primary office
PALO ALTO, CA
3000 EL CAMINO REAL, BUILDING 4, SUITE 200, PALO ALTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.9% of total clients.
Top client categories% of clientsClients
1
Individuals
60.9%
95
2
HNWI
38.5%
60
3
Pooled Investment Vehicles
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of February 19, 2026
Discretionary100.0%
$152M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts441
10Y AUM Change+$46M (+43.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.