Investment adviser · CRD 314432
CRANE & ASSOCIATES WEALTH MANAGEMENT
Investment adviser filing (IA)
CRANE ADVISORY LLC
FULLERTON, CA, United States · Form ADV filed Feb 25, 2026
- Regulatory AUM
- $935M Form ADV · Item 5.F
- Client accounts
- 1,048 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 248 | $602,664,179 | 64.5% |
| Retirement plans | Fewer than 5 | $198,673,542 | 21.3% |
| Individuals | 219 | $133,293,814 | 14.3% |
Filing source
Form ADV 2059598 · Feb 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
801 E. CHAPMAN AVE, SUITE 104FULLERTON, CA, 92831, United States
CRD 314432
Filing source
Form ADV 2059598 · Feb 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.