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WILSEY ASSET MANAGEMENT INCORPORATED
CRD 130482 · SEC 801-70297
10620 TREENA STREET, STE 100, SAN DIEGO, CA, 92131, United States
Phone
858-224-0004
Fax
858-935-4695
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$768.5M
Discretionary AUM
$723.5M
Team
9 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEMINAR AND SPEAKING ENGAGEMENT FEES
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsCONSULTING FEES, SEMINARS AND SPEAKING ENGAGEMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 688 | $199.7M |
| High net worth individuals | 156 | $486.7M |
| Pension/profit sharing plans | 46 | $81.2M |
| Corporations/business entities | 2 | $975K |
States served
AZ, CA, ID, MT, NV, NY, NC, UT, VA, WI, WA, TX, NH
All web addresses on file
- https://www.instagram.com/chasewilsey
- https://www.instagram.com/brentwilsey/
- HTTP://WWW.WILSEYASSETMANAGEMENT.COM
- https://www.linkedin.com/company/wilsey-asset-management/?viewAsMember=true
- https://www.facebook.com/groups/248854568512592
- HTTP://WWW.SMARTINVESTING2000.COM
- https://www.facebook.com/wilseyassetmanagement/
- https://www.youtube.com/user/smartinvestingrecap
- https://www.facebook.com/brent.wilsey
- https://www.facebook.com/chase.wilsey
- https://www.linkedin.com/in/brentmwilsey/
- https://www.linkedin.com/in/chase-wilsey-5b5887ba/
Official SEC filing: View on IAPD