{"url":"https://nivawealth.com/firms/red-crane-wealth-management-284006","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284006","regulatoryAum":151574482,"crd":"284006","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4863635","suffix":null,"lastName":"WOOLSEY","firstName":"BRENT","middleName":"JOHN"},{"crd":"4894325","suffix":null,"lastName":"WU","firstName":"JEFFREY","middleName":"FENG"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-28","regulatoryAum":106004000,"clients":142,"employees":3,"offices":1},{"filedOn":"2025-02-07","regulatoryAum":134072600,"clients":153,"employees":3,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":151574482,"clients":156,"employees":3,"offices":1}],"secFileNumber":"801-129813","legalName":"Red Crane Wealth Management, LLC","displayName":"Red Crane Wealth Management","slug":"red-crane-wealth-management-284006","website":"https://redcranewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/284006/0195c351d0ff3199-r1.webp","tone":"light","width":873,"height":200,"sourceUrl":"https://redcranewealth.com/","sourceLabel":"RED Crane Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/red-crane-wealth-management","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3000 El Camino Real, Building 4, Suite 200","city":"Palo Alto","state":"CA","stateName":"California","country":"United States","postalCode":"94306"},"tradeNames":[],"registration":{"secApproved":"1 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":945374.8774193549,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":151574482,"discretionary":151574482,"discretionaryAccounts":441,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":439599318,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":95,"regulatoryAum":130960696},{"label":"High-net-worth individuals","clients":60,"regulatoryAum":15572410},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":5041376}],"feePrograms":[{"role":"main","program":"Wrap Comprehensive Portfolio Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":1000000,"pct":1,"from":500000},{"to":2000000,"pct":0.85,"from":1000000},{"to":5000000,"pct":0.75,"from":2000000},{"to":10000000,"pct":0.65,"from":5000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010434","versionId":1010434,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-19","documentName":"FORM ADV 2A APP. 1 - WRAP FEE PROGRAM","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:28:40.59184+00:00","documents":[{"name":"FORM ADV 2A APP. 1 - WRAP FEE PROGRAM","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010434","versionId":1010434,"submittedOn":"2026-02-19"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010435","versionId":1010435,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":145451458}],"custodyNote":"Red Crane Wealth Management has custody of $87M in client assets for 136 clients.","otherCustodians":[],"leadership":[{"name":"Brent Woolsey","title":"Managing Member & Chief Compliance Officer","crd":"4863635"},{"name":"Jeffrey Wu","title":"Managing Member","crd":"4894325"}],"ownership":[{"label":"Brent Woolsey","detail":"Managing member & chief compliance officer in the 50% to 75% ownership band and a control person, since July 2016."},{"label":"Jeffrey Wu","detail":"Managing member in the 50% to 75% ownership band and a control person, since July 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"3000 El Camino Real, Building 4, Suite 200","city":"Palo Alto","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-316-0982","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"U.S. state and local bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":1},"sources":{"adv1FilingDate":"19 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284006/PDF/284006.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010434","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Red Crane Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Red Crane Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Red Crane Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Red Crane Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Red Crane Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Red Crane Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Red Crane Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Red Crane Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Red Crane Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Red Crane Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}