Wilsey Asset Management Incorporated
San Diego, CA·SEC-registered · CRD #130482
Wilsey Asset Management Incorporated is an SEC-registered investment advisory firm in San Diego, CA managing $768M across 2.8k client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$768M
Client accounts
2.8k
Advisory staff
2
Fee model
Fee-based
How Wilsey Asset Management Incorporated is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wilsey Asset Management Incorporated
How much does Wilsey Asset Management Incorporated manage?
Per its most recent SEC Form ADV filing (03/06/2026), Wilsey Asset Management Incorporated reports $768M in regulatory assets under management across roughly 2.8k client accounts.
How does Wilsey Asset Management Incorporated charge?
Wilsey Asset Management Incorporated is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wilsey Asset Management Incorporated a fiduciary?
Yes. Wilsey Asset Management Incorporated is registered with the U.S. Securities and Exchange Commission (CRD #130482), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wilsey Asset Management Incorporated taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wilsey Asset Management Incorporated and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wilsey Asset Management Incorporated's public SEC Form ADV filing (CRD #130482, filed 03/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wilsey Asset Management Incorporated. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wilsey Asset Management Incorporated? Claim this profile.