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WILSEY ASSET MANAGEMENT INCORPORATED

Advisory

N·SAN DIEGO, CA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM
$768M
1-Year AUM Growth
+14.7%
3-Year CAGR
+11.0%
Employees
2
Assets Under Management
Total AUM$768M
Discretionary AUM$724M
Non-Discretionary AUM$45M
Discretionary %94.2%
Total Clients813
Team
Total Employees2
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record33
First FilingJun 4, 2009
Latest FilingJul 30, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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