Red Crane Wealth Management, Llc
- Regulatory AUM
- $152M
- Discretionary
- $152M
- Clients
- 156
- Avg AUM / client
- $972K
- Accounts
- 441
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $131M | 86.4% |
| High net worth individuals | 60 | $15.6M | 10.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $5.0M | 3.33% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $5.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Red Crane Capital Fund, Lp | Hedge Fund | Delaware | $5.0M | 11 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent John Woolsey | Managing Member & Chief Compliance Officer | CFP | Jul 2016 (10y) | 50% – 75% |
| Jeffrey Feng Wu | Managing Member | CFP | Jul 2016 (10y) | 50% – 75% |
| Derek Alan Lew | Registered representative | CFP | Oct 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $5.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Red Crane Capital Fund, Lp | Hedge Fund | $5.0M | $200K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $145M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗