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Wilsey Asset Management Incorporated

● SEC registered since 2009CRD 130482SEC# 801-70297San Diego, CA
Export (members)
Reg. AUM
$650M
Employees
8
Accounts
1,825
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 $650 million in regulatory assets under management and employs 8 people.

Wilsey Asset Management Incorporated owners & executives

3 reported
NameTitleOwnershipSince
Brent Michael Wilsey ControlChief Executive OfficerOver 75%2012
Chase Michael WilseyVice-PresidentUnder 5%2019
Eladia Mayra MedinChief Compliance OfficerUnder 5%2012

Frequently asked questions

How much does Wilsey Asset Management Incorporated manage?

Wilsey Asset Management Incorporated reports $650 million in regulatory assets under management on its Form ADV.

How many employees does Wilsey Asset Management Incorporated have?

Wilsey Asset Management Incorporated reports 8 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

Address10620 Treena Street, Ste 100, San Diego, CA 92131
Phone858-224-0004
Fax858-935-4695
Office hours8:00 a.m.-5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1598379
Discloses disciplinary historyNo

Assets under management

Discretionary$650M
Non-discretionary$0
Total (RAUM)$650M