WILSEY ASSET MANAGEMENT INCORPORATED

RIASEC RegisteredEst. 2009

Total AUM

$768M

Discretionary

$724M

94% of AUM

Avg account

$332K

Accounts

2,318

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 130482
Registered since: June 25, 2009
Website: www.wilseyassetmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI63.33%
Individuals25.98%
Pension & Profit Sharing Plans10.56%
Corporations / Businesses0.13%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wilsey Asset Management Incorporated is an independent registered investment adviser founded in 2009 and owned privately. The firm serves both individual and family clients as well as institutional accounts, and it offers fee arrangements that include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Core advisory activities emphasize financial planning and portfolio management for individuals and small businesses; the firm also produces periodicals and runs educational seminars and workshops. Wilsey is not positioned as an ESG-focused adviser, and it is not identified as a multi-state adviser or a pension consultant. It does carry an industry recognition: Wilsey was named among Top RIA Firms by FA Magazine in 2020.