CRANE ADVISORY LLC
Legal name: CRANE & ASSOCIATES WEALTH MANAGEMENT
CRD #314432 SEC #801-121979 FULLERTON, CA 714-525-4445
SEC Registered Broker-Dealer
Total AUM
$809.4M
Discretionary
$646.4M
Employees
12
Clients
10
Accounts
984
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $809.4M | $646.4M | $162.9M | 12 | 2 |
| Mar 2025 | $809.4M | $646.4M | $162.9M | 12 | 2 |
| Mar 2024 | $645.5M | $507.4M | $138.1M | 9 | 0 |
| Sep 2023 | $397.5M | $280.1M | $117.4M | 5 | 0 |
| Aug 2023 | $397.5M | $280.1M | $117.4M | 5 | 0 |
| Apr 2023 | $397.5M | $280.1M | $117.4M | 5 | 0 |
| Feb 2023 | $397.5M | $280.1M | $117.4M | 5 | 0 |
| Nov 2022 | $245.7M | $109.6M | $136M | 5 | 0 |
| Sep 2022 | $245.7M | $109.6M | $136M | 5 | 0 |
| Mar 2022 | $245.7M | $109.6M | $136M | 5 | 0 |
| Mar 2022 | $245.7M | $109.6M | $136M | 5 | 0 |
| Feb 2022 | $245.7M | $109.6M | $136M | 5 | 0 |
| Feb 2022 | $245.7M | $109.6M | $136M | 5 | 0 |
| Dec 2021 | $102.4M | $102.4M | $0 | 5 | 0 |
| Aug 2021 | $0 | $0 | $0 | 5 | 0 |
| Jul 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
DateAug 2025
Total AUM$809.4M
Discretionary$646.4M
Non-Disc.$162.9M
Employees12
Clients2
DateMar 2025
Total AUM$809.4M
Discretionary$646.4M
Non-Disc.$162.9M
Employees12
Clients2
DateMar 2024
Total AUM$645.5M
Discretionary$507.4M
Non-Disc.$138.1M
Employees9
Clients0
DateSep 2023
Total AUM$397.5M
Discretionary$280.1M
Non-Disc.$117.4M
Employees5
Clients0
DateAug 2023
Total AUM$397.5M
Discretionary$280.1M
Non-Disc.$117.4M
Employees5
Clients0
DateApr 2023
Total AUM$397.5M
Discretionary$280.1M
Non-Disc.$117.4M
Employees5
Clients0
DateFeb 2023
Total AUM$397.5M
Discretionary$280.1M
Non-Disc.$117.4M
Employees5
Clients0
DateNov 2022
Total AUM$245.7M
Discretionary$109.6M
Non-Disc.$136M
Employees5
Clients0
DateSep 2022
Total AUM$245.7M
Discretionary$109.6M
Non-Disc.$136M
Employees5
Clients0
DateMar 2022
Total AUM$245.7M
Discretionary$109.6M
Non-Disc.$136M
Employees5
Clients0
DateMar 2022
Total AUM$245.7M
Discretionary$109.6M
Non-Disc.$136M
Employees5
Clients0
DateFeb 2022
Total AUM$245.7M
Discretionary$109.6M
Non-Disc.$136M
Employees5
Clients0
DateFeb 2022
Total AUM$245.7M
Discretionary$109.6M
Non-Disc.$136M
Employees5
Clients0
DateDec 2021
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0