Brent John Woolsey
Investment adviser representative at Red Crane Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$151.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Red Crane Wealth Management, LLCJul 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Red Crane Wealth Management, LLC
$151.6MAssets managed
156Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4863635
- Firm CRD
- 284006