WILSEY ASSET MANAGEMENT INCORPORATED
SEC RegisteredTrusted Advisors. Tailored Strategies. Long-Term Growth.
About the firm
Wilsey Asset Management is a San Diego-based investment advisory firm with over 40 years of experience providing investment management and financial planning services nationwide. The firm offers fiduciary investment management and an Individualized Concentrated Value Portfolio approach aimed at helping clients reach their financial goals. They also produce 'The Smart Investing Show,' a radio podcast hosted by Brent and Chase Wilsey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Current and new clients seeking investment management and financial planning, including individuals building portfolios, planning for retirement, saving for college, or seeking tax, insurance, and estate planning guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 688 | $200M |
| High Net Worth Individuals | 156 | $487M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 46 | $81M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $249,999 | 1.50% |
| $250,000 - $499,999 | 1.40% |
| $500,000 - $749,999 | 1.30% |
| $750,000 - $1,249,999 | 1.10% |
| $1,250,000 - $1,999,999 | 0.80% |
| $2,000,000 - $4,999,999 | 0.60% |
| $5,000,000+ | 0.50% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WILSEY ASSET MANAGEMENT INCORPORATED 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 the SEC or FINRA websites before making any decision.
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