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 formed in 2009 and owned by an individual principal. The firm serves both individuals and families as well as institutional clients, offering portfolio management for individuals and small businesses alongside financial planning. Wilsey also produces written client communications and runs educational seminars and workshops. Its fee arrangements include percentage-of-assets, hourly and fixed fees, and other billing approaches. The firm does not designate itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Wilsey was recognized by FA Magazine as a Top RIA Firm in 2020.