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Trustee · Crane & Associates Wealth Management

Monsie C. Crane

CRD 7422990 · Named on Form ADV at one SEC-registered adviser

At a glance

Crane & Associates Wealth Management, an SEC-registered broker-dealer firm based in Fullerton, CA with $935 million in regulatory assets, lists Monsie C. Crane on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Monsie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Donald S. CraneManaging Member, Chief Compliance Officer, and Chief Operating Officer, Crane & Associates Wealth Management
  • Todd M. CraneManaging Member, Chief Executive Officer, and Chief Investment Officer, Crane & Associates Wealth Management
  • Alex J. CraneManaging Member, Crane & Associates Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Monsie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.