SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wilsey Asset Management Incorporated
San Diego, CA
CRD 130482
Firm filing updated July 30, 2026 ·
- $768.5MAssets
- 2Advisory staff
- 2,318Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals688
- High net worth individuals156
- Pension and profit sharing plans46
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 688 | $199.7 million |
| High net worth individuals | 156 | $486.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 46 | $81.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $975,044 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
See all 5 services
- Educational seminars/workshops
- Other: "CONSULTING FEES, SEMINARS AND SPEAKING ENGAGEMENTS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "CONSULTING FEES, SEMINARS AND SPEAKING ENGAGEMENTS"
Assets and accounts
- Regulatory assets$768.5 million
- Accounts2,318
- Discretionary$723.5 million · 1,803 accounts
- Non-discretionary$44.9 million · 515 accounts
People
- Employees9
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Registration details
- SEC-registered investment advisor. CRD 130482, SEC file 801-70297.
- Registered with the SEC as an investment advisor (status date on record: June 25, 2009).
Is Wilsey Asset Management Incorporated a fiduciary?
Short answer: Wilsey Asset Management Incorporated is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.