Investment adviser · CRD 130482
WILSEY ASSET MANAGEMENT INCORPORATED
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $768M Form ADV · Item 5.F
- Client accounts
- 2,318 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 156 | $486,655,461 | 63.3% |
| Individuals | 688 | $199,657,169 | 26.0% |
| Retirement plans | 46 | $81,184,509 | 10.6% |
| Corporations & businesses | Fewer than 5 | $975,044 | 0.1% |
Filing source
Form ADV 2122689 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10620 TREENA STREET, STE 100SAN DIEGO, CA, 92131, United States
CRD 130482
Filing source
Form ADV 2122689 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.