CRD: 130482
Wilsey Asset Management Incorporated
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2009
- Office Locations
- 1
Office Locations
About Wilsey Asset Management Incorporated
Wilsey Asset Management is a San Diego-based investment advisory firm providing investment management and financial planning for individuals, retirement and education accounts, trusts and foundations. The team builds individualized concentrated value portfolios with a transparent, education-first approach; public profile data indicates ETF-heavy discretionary implementation. Led by Brent and Chase Wilsey, they host the weekly Smart Investing Show and were named Forbes Best-In-State Wealth Advisors (2025).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRENT MICHAEL WILSEY
Chief Executive Officer, President
- CRD
- #1263961
- Ownership
- 75% or more
ELADIA MAYRA MEDIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $723,540,496 | $401,298 |
| Non-Discretionary | $44,931,687 | $87,246 |
| Total | $768,472,183 | $331,524 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing