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Brent John Woolsey

Red Crane Wealth Management, LLC

Palo Alto, CA

CRD 4863635

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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 2026-08-24
TX RA APPROVED_RES 2018-03-01
  • CA RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED_RES
    Since 2018-03-01

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Red Crane Wealth Management, Llc San Francisco CA 07/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-10
  • S66 Uniform Combined State Law Examination
    2005-02-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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