Red Crane Wealth Management, LLC

Red Crane Wealth Management, LLC (CRD# 284006) is a financial advisory firm headquartered in Palo Alto, CA. They manage $106,004,000 in 421 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $251,791
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Red Crane Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brent J. Woolsey
CRD#: 4863635
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306

Brent Woolsey (CRD# 4863635) is an Investment Advisor Representative working at Red Crane Wealth Management, LLC in Palo Alto, CA and has over 19 years of experience in the finance industry.

2
Jeffrey F. Wu
CRD#: 4894325
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306

Jeffrey Wu (CRD# 4894325) is an Investment Advisor Representative working at Red Crane Wealth Management, LLC in Palo Alto, CA and has over 18 years of experience in the finance industry.

3
Derek A. Lew
CRD#: 4745786
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306

Derek Lew (CRD# 4745786) is an Investment Advisor Representative working at Red Crane Wealth Management, LLC in Palo Alto, CA and has over 19 years of experience in the finance industry.

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