FULLERTON, CACRD 314432Latest ADV February 25, 2026
Crane & Associates Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fullerton, CA. Its latest Form ADV filing, dated February 25, 2026, reports $935M in regulatory assets under management, 12 employees, and 1,048 accounts.
Assets Under Management
$935M
Employees
12
Offices
--
Total Clients
468
Primary office
FULLERTON, CA
801 E. CHAPMAN AVE, SUITE 104, FULLERTON, CA, United States
Top client segmentHNWI represent 53.0% of total clients.
Top client categories% of clientsClients
1
HNWI
53.0%
248
2
Individuals
46.8%
219
3
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$935Mas of February 25, 2026
Discretionary78.7%
$736M
79% of total RAUM78.7%
Non-discretionary21.3%
$199M
21% of total RAUM21.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$935M
Total Accounts1,048
10Y AUM Change+$935M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee39:1
10Y Employee Change+7 (+140.0%)
* 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.