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.
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, SEC-registered advisory firm organized as a corporation and founded in 2009. Ownership is held at the individual level and the firm serves both individual/family and institutional clients. Its billing approaches include percentage-of-AUM arrangements as well as hourly, fixed-fee, and other fee structures. Core client-facing services combine financial planning and portfolio management for individuals and small businesses with periodic publications and educational seminars or workshops. Wilsey is not positioned as an ESG-focused manager, and it does not identify as a multi-state adviser or a pension consultant. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.