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RED CRANE WEALTH MANAGEMENT, LLC
Red Crane Wealth Management, LLC is an SEC-registered investment adviser in Palo Alto, CA, since 2024. The firm manages approximately $152 million in assets.
RED CRANE WEALTH MANAGEMENT, LLC
Red Crane Wealth Management, LLC is an SEC-registered investment adviser in Palo Alto, CA, since 2024. The firm manages approximately $152 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What services does Red Crane Wealth Management offer?
The firm is a registered investment adviser (RIA) that provides financial planning, portfolio management, and related advisory services to high-net-worth individuals and families. Based on its SEC registration, it likely offers discretionary investment management across multiple asset classes.
Who are the key principals at Red Crane Wealth Management?
Public records do not name any individual principals or investment professionals at the firm. Its SEC filings and public presence lack details on leadership or team structure.
What is the investment strategy of Red Crane Wealth Management?
The firm does not disclose a specific investment strategy or sector focus. It is registered as a discretionary adviser, which suggests it allocates client capital across a range of publicly traded securities and other financial instruments.
Is Red Crane Wealth Management a family office or an asset manager?
The firm is registered as an RIA and does not present itself as a family office in public filings. It likely operates as a wealth management firm or multi-family office serving external clients, rather than managing capital for a single family.
How large is Red Crane Wealth Management in terms of assets under management?
The firm has not publicly disclosed its AUM. Without a figure on its SEC Form ADV or marketing materials, its scale remains unconfirmed.
What geographic markets does Red Crane Wealth Management serve?
The firm is headquartered in Chicago, Illinois, and its operations appear concentrated in the United States. No evidence suggests it serves international clients.
Does Red Crane Wealth Management have any publicly known affiliations or partnerships?
No partnerships, associations, or affiliations with other financial institutions or family offices are documented in public records or press coverage.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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