Wilsey Asset Management Incorporated

Wilsey Asset Management Incorporated (CRD# 130482) is a financial advisory firm headquartered in San Diego, CA. They manage $151,966,982 in 884 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $171,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wilsey Asset Management Incorporated
Showing 1 - 3 of 3 top financial advisors.
1
Brent M. Wilsey
CRD#: 1263961
10680 Treena Street, Ste 160, San Diego, CA 92131
93
Wealthminder
score

Brent Wilsey (CRD# 1263961) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 30 years of experience in the finance industry.

2
Tara C. Glina
CRD#: 5644487
10680 Treena Street, Ste 160, San Diego, CA 92131
88
Wealthminder
score

Tara Glina (CRD# 5644487) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 2 years of experience in the finance industry.

3
Chase M. Wilsey
CRD#: 6467222
10680 Treena Street, Ste 160, San Diego, CA 92131
88
Wealthminder
score

Chase Wilsey (CRD# 6467222) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has 1 year of experience in the finance industry.

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