Chase Michael Wilsey
Investment Adviser Representative at Wilsey Asset Management Incorporated
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chase Michael Wilsey is an investment adviser representative with Wilsey Asset Management Incorporated in San Diego, CA, where they have been registered since 2020. They have worked in the securities industry since 2016. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona, California, Nevada, Texas, Utah, and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Nevada, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wilsey Asset ManagementMar 2015 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wilsey Asset Management Incorporated
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $100,000 (waivable)
- $100,000 - $249,9991.50%
- $250,000 - $499,9991.40%
- $500,000 - $749,9991.30%
- $750,000 - $1,249,9991.10%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning (including retirement planning, education planning, tax planning, risk management, and estate planning), Individualized Concentrated Value Portfolio construction, and financial education through a podcast and market insights.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Diego, CA
- SEC file number:
- 801-70297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at Wilsey Asset Management Incorporated
1 other advisor in the directory
View Wilsey Asset Management Incorporated firm profileSimilar advisors in San Diego, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chase Michael Wilsey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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