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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2016
- Office Locations
- 1
Office Locations
About RED Crane Wealth Management, LLC
Red Crane Wealth Management is a Palo Alto, CA RIA serving the San Francisco Bay Area and beyond with holistic financial planning and ongoing portfolio management. The team acts as a sounding board and proactive project manager, coordinating tax, estate, and insurance planning as needed. Client focus includes entrepreneurs and business owners; portfolios commonly use public funds, ETFs, and municipal bonds, with access to alternatives/real estate strategies when appropriate. Custody includes Schwab.
Team overview
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Accredited Investors
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Owner & Executives
BRENT JOHN WOOLSEY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4863635
- Ownership
- 50% but less than 75%
JEFFREY FENG WU
Financial Advisor, General Partner, Managing Member
- CRD
- #4894325
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DEREK ALAN LEW
Financial Advisor
- CRD
- #4745786
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,574,482 | $343,706 |
| Non-Discretionary | $0 | -- |
| Total | $151,574,482 | $343,706 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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