Unclaimed Profile

Brent John Woolsey

RED CRANE WEALTH MANAGEMENT, LLC·PALO ALTO, California

SIE, Series 7, Series 66CFP21 years registeredRED CRANE WEALTH MANAGEMENT, LLC

3000 EL CAMINO REAL, PALO ALTO, CA 94306CRD# 4863635Firm CRD# 284006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent John Woolsey · PALO ALTO, CA

Registration

CRD #4863635 · RED CRANE WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

RED CRANE WEALTH MANAGEMENT, LLC

Jul 2016 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Feb 2005 – Jul 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 11, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

1996Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RED CRANE WEALTH MANAGEMENT, LLC

CRD 284006 · SEC 801-129813

AUM

$106M

Regulatory assets under management

Employees

421 client accounts

Services offered by RED CRANE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RED CRANE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brent John Woolsey offer?

Brent John Woolsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Brent John Woolsey's credentials?

Brent John Woolsey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brent John Woolsey located?

Brent John Woolsey is based in PALO ALTO, California, working with RED CRANE WEALTH MANAGEMENT, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Brent John Woolsey charge for services?

Brent John Woolsey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED CRANE WEALTH MANAGEMENT, LLC?

RED CRANE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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