Wilsey Asset Management Incorporated
Firm details
- Headquarters
- San Diego, California
- CRD number
- 130482
- Registered since
- June 25, 2009
- 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
FINTRXOverview
Wilsey Asset Management Incorporated is an independent, privately held registered investment adviser that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional investors, and it offers a mix of portfolio management and financial planning alongside educational programming and periodic publications. Fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed-fee options. Wilsey does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents10%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$431K in ETFs
0%
$0
0%
$431K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $431K | 1,846 | 100.00% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 10620 Treena St
- Time zone
- PT (UTC-8)
- Office locations
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