Wilsey Asset Management Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 6, 2026, reports $768M in regulatory assets under management, 9 employees, and 2,318 accounts.
Assets Under Management
$768M
Employees
9
Offices
--
Total Clients
892
Primary office
SAN DIEGO, CA
10620 TREENA STREET, STE 100, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
688
2
HNWI
17.5%
156
3
Pension Plans
5.2%
46
4
Corporations
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$768Mas of March 6, 2026
Discretionary94.2%
$724M
94% of total RAUM94.2%
Non-discretionary5.8%
$45M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$768M
Total Accounts2,318
10Y AUM Change+$611M (+387.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee99:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.