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Derek Alan Lew

Red Crane Wealth Management, LLC

Palo Alto, CA

CRD 4745786

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Employer firm

Red Crane Wealth Management, LLC CRD 284006

$152M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Red Crane Wealth Management, Llc

3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-10-11
  • CA RA
    APPROVED
    Since 2019-10-11

Branch Locations

3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudential Insurance Company Of America San Francisco CA 02/2015 08/2019
Prudential Investment Management Services Llc San Francisco CA 02/2015 08/2019
Red Crane Wealth Management, Llc San Francisco CA 10/2019 Present
  • 02/2015 → 08/2019
    Prudential Insurance Company Of America
    San Francisco, CA
  • 02/2015 → 08/2019
    Prudential Investment Management Services Llc
    San Francisco, CA
  • 10/2019 → Present
    Red Crane Wealth Management, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-12
  • S66 Uniform Combined State Law Examination
    2004-05-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
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Nearby Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA

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