Red Crane Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 1 private fund.
Red Crane Wealth Management reports 156 clients. They include 95 individual clients, 60 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 100.0% ($152M across 441 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $440M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 86% |
| High-net-worth individuals | 38% | 10% |
| Pooled investment vehicles | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 95 | $131M | 86.4% | $1.38M |
| High-net-worth individuals | 60 | $15.6M | 10.3% | $260K |
| Pooled investment vehicles | 1 | $5.04M | 3.3% | $5.04M |
| Total | 156 | $152M | 100% | $972K |
- Clients
- 95
- Regulatory AUM
- $131M
- AUM share
- 86.4%
- Avg. per client
- $1.38M
- Clients
- 60
- Regulatory AUM
- $15.6M
- AUM share
- 10.3%
- Avg. per client
- $260K
- Clients
- 1
- Regulatory AUM
- $5.04M
- AUM share
- 3.3%
- Avg. per client
- $5.04M
Total
- Clients
- 156
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- $972K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Red Crane Wealth Management charges 0.50%–1.25% a year for its Wrap Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.65% |
| $10M and above | 0.50% |
Fee details and sources
Brent Woolsey owns 50% to 75% of Red Crane Wealth Management. The leadership team of Red Crane Wealth Management includes Chief Compliance Officer Brent Woolsey. It has 3 employees.
Leadership
- Brent WoolseyManaging Member & Chief Compliance Officer
- Jeffrey WuManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Red Crane Wealth Management, LLC
Brent Woolsey
Control person · since July 2016
- Owns 50% to 75% of Red Crane Wealth Management, LLC
Jeffrey Wu
Control person · since July 2016
Red Crane Wealth Management’s regulatory assets grew from $106M (June 2024) to $152M (February 2026); clients rose from 142 to 156 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $152M | 156 | 3 | 1 |
| February 2025 | $134M | 153 | 3 | 1 |
| June 2024 | $106M | 142 | 3 | 1 |
Besides its headquarters, Red Crane Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 3000 El Camino Real, Building 4, Suite 200, Palo AltoHQ
Contact and registration details
- Legal name
- Red Crane Wealth Management, LLC
- Headquarters
- 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306
- Website
- redcranewealth.com
- Phone
- 415-316-0982
- @red-crane-wealth-management
- SEC file
- 801-129813
- Structure
- Delaware LLC
- Fiscal year end
- December
Red Crane Wealth Management uses Charles Schwab ($145M) as custodian for its separately managed accounts. Red Crane Wealth Management has custody of $87M in client assets for 136 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $145M100%
At year end, Red Crane Wealth Management’s separately managed accounts were mostly in funds (84%) and stocks (11%).
What the accounts hold
- Stocks11%
- Funds84%
- Bonds3%
- Cash2%
How many clients does Red Crane Wealth Management have?
Red Crane Wealth Management has 156 clients and manages $152 million for them, as of February 2026. They include 95 individual clients, 60 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Red Crane Wealth Management offer?
Red Crane Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Red Crane Wealth Management charge?
Red Crane Wealth Management charges 0.50%–1.25% a year for its Wrap Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: FORM ADV 2A APP. 1 - WRAP FEE PROGRAM, filed 19 February 2026
Which custodians does Red Crane Wealth Management use?
Red Crane Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $145M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Red Crane Wealth Management have?
Red Crane Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Red Crane Wealth Management invest in?
At the end of its last fiscal year, Red Crane Wealth Management’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 3% state and local bonds and 2% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Red Crane Wealth Management have a minimum investment?
Yes, Red Crane Wealth Management’s minimum account size for its Wrap Comprehensive Portfolio Management is $500K.
Source: FORM ADV 2A APP. 1 - WRAP FEE PROGRAM, filed 19 February 2026
Who owns Red Crane Wealth Management?
Red Crane Wealth Management’s direct owners are Brent Woolsey (50% to 75%) and Jeffrey Wu (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Red Crane Wealth Management get paid?
Red Crane Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Red Crane Wealth Management?
Red Crane Wealth Management’s main office is at 3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306. Its phone number is 415-316-0982. Its website is redcranewealth.com.