Wilsey Asset Management Incorporated
● SEC registered since 2009CRD 130482SEC# 801-70297San Diego, CA
Reg. AUM
$768.5M
Employees
9
Accounts
2,318
Location
San Diego, CA
Wilsey Asset Management Incorporated assets under management
Wilsey Asset Management Incorporated operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2009. It reports $768.5 million in regulatory assets under management and employs 9 people.
Wilsey Asset Management Incorporated owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Michael Wilsey Control | Chief Executive Officer | Over 75% | 2012 |
| Chase Michael Wilsey | Vice-President | Under 5% | 2019 |
| Eladia Mayra Medin | Chief Compliance Officer | Under 5% | 2012 |
Frequently asked questions
How much does Wilsey Asset Management Incorporated manage?
Wilsey Asset Management Incorporated reports $768.5 million in regulatory assets under management on its Form ADV.
How many employees does Wilsey Asset Management Incorporated have?
Wilsey Asset Management Incorporated reports 9 employees.
Where is Wilsey Asset Management Incorporated located?
Wilsey Asset Management Incorporated is based in San Diego, CA and has been SEC-registered since 2009.
Does Wilsey Asset Management Incorporated disclose fund performance?
Wilsey Asset Management Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10620 Treena Street, Ste 100, San Diego, CA 92131 |
| Phone | 858-224-0004 |
| Fax | 858-935-4695 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1598379 |
| Discloses disciplinary history | No |
Regulatory AUM
$768.5M▲ 50%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$768.5Mregulatory AUM
Discretionary $723.5MNon-discretionary $44.9M