RED CRANE WEALTH MANAGEMENT, LLC

Adviser information for RED CRANE WEALTH MANAGEMENT, LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 421 $106.0M
Non-Discretionary 0 $0
Total 421 $106.0M

Clients

Type Number RAUM
Individuals 94 $39.3M
HNW Individuals 47 $62.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $4.1M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 101.9M
Portfolio Manager 101.9M
Both for Same 101.9M
Portfolio Manager to Program Sponsor
RED CRANE WRAP PROGRAM RED CRANE WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number 801-129813
SEC ERA File Number 801-129813
SEC CIK Numbers None
SEC CRD Numbers 284006
Legal Entity Identifier None

Principal Office

3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO
CA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 415-316-0982, Fax: None

Chief Compliance Officer

BRENT WOOLSEY
MANAGING MEMBER
3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO
CA
United States
Tel: (415) 316-0982
(Full email address available in API data)

Regulatory Contact

JEFFEREY WU
MANAGING MEMBER
3000 EL CAMINO REAL
BUILDING 4, SUITE 200
PALO ALTO
CA
United States
Tel: 415-316-0978
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
RED CRANE CAPITAL FUND, LP Hedge Fund $5.0M $0.2M 11

Control Persons

Name Type Entity Title Since Ownership
WOOLSEY, BRENT, JOHN Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 07/2016 50-75%
WU, JEFFREY, FENG Individual MANAGING MEMBER 07/2016 50-75%

No. Employees, Historic

1050202420253 on 2/29/2024

RAUM, Historic

200M100M020242025106004000 on 2/29/2024

No. Clients, Historic

200100020242025142 on 2/29/2024