AdvisorCensus / Financial advisors / California / San Diego / Wilsey Asset Management Incorporated
Wilsey Asset Management Incorporated
Filed as WILSEY ASSET MANAGEMENT INCORPORATED
Wilsey Asset Management Incorporated is an SEC-registered investment advisory firm in San Diego, CA, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is Wilsey Asset Management Incorporated compensated?
On its Form ADV (Item 5.E, October 2026), Wilsey Asset Management Incorporated reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
How much does Wilsey Asset Management Incorporated charge?
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $350 to $400 an hour (consulting fees); Subscription: $50 a month (ongoing services); Hourly rate: $250 an hour (hourly consultation). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wilsey Asset Management Incorporated located?
Wilsey Asset Management Incorporated's principal office is in San Diego, CA, according to its Form ADV.
Is Wilsey Asset Management Incorporated registered with the SEC or a state?
Wilsey Asset Management Incorporated is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 130482.
How much does Wilsey Asset Management Incorporated manage?
Wilsey Asset Management Incorporated reports $768,472,183 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (94% discretionary).
How have Wilsey Asset Management Incorporated's assets and staff changed since 2021?
In the Form ADV data for Wilsey Asset Management Incorporated: Regulatory assets under management: $360,270,737 in the October 2021 data and $768,472,183 in the October 2026 data, up 113%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wilsey Asset Management Incorporated serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (688); high net worth individuals (156); pension and profit sharing plans (but not the plan participants or government pension plans) (46).
Which custodians does Wilsey Asset Management Incorporated use?
Wilsey Asset Management Incorporated's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Wilsey Asset Management Incorporated report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130482
Does Wilsey Asset Management Incorporated state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2026 says: "WAM provides portfolio management services to individuals, pensions, profit sharing plans, trusts, estates or charitable organizations, corporations, and business entities. There is a $100,000 account minimum." "WAM generally requires a minimum portfolio size or a minimum initial investment of $100,000 to open an account but does reserve the right to waive this minimum and accept, decline, or terminate a client for any reason at WAM’s discretion."
What changed in Wilsey Asset Management Incorporated's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in GA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
WAM provides portfolio management services to individuals, pensions, profit sharing plans, trusts, estates or charitable organizations, corporations, and business entities. There is a $100,000 account minimum.
WAM generally requires a minimum portfolio size or a minimum initial investment of $100,000 to open an account but does reserve the right to waive this minimum and accept, decline, or terminate a client for any reason at WAM’s discretion.
Hourly rate: $350 to $400 an hour (consulting fees)
The brochure's wording
WAM’s consulting fees range from $350.00 to $400.00 per hour and are billed in one-hour minimum increments.
Subscription: $50 a month (ongoing services)
The brochure's wording
Typically, for ongoing services, a $50.00 monthly retainer is required.
Hourly rate: $250 an hour (hourly consultation)
The brochure's wording
The hourly consultation rate is $250.00 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$768,472,183 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 9. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $768,472,183 | 9 | July 30, 2026 |
| October 2025 | $650,035,150 | 8 | April 21, 2025 |
| October 2024 | $511,423,656 | 8 | August 5, 2024 |
| October 2023 | $445,973,887 | 9 | September 19, 2023 |
| October 2022 | $479,650,469 | 8 | August 25, 2022 |
| October 2021 | $360,270,737 | 7 | March 29, 2021 |
Regulatory assets under management: $360,270,737 in the October 2021 data and $768,472,183 in the October 2026 data, up 113%.
Total employees: 7 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in GA.
- April 2026
- Regulatory assets under management went from $650,035,150 to $768,472,183 (+18%).
- January 2026
- No longer registered or notice-filed in LA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wilsey Asset Management Incorporated (CRD 130482): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wilsey-asset-management-incorporated-san-diego-ca-130482