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WILSEY ASSET MANAGEMENT INCORPORATED
CRD 130482File 801-70297
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$768.5M
Above cohort median (national)
Discretionary AUM
$723.5M
Non-discretionary $44.9M
Clients
892
2,318 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 25, 2009
- Principal office
- 10620 TREENA STREET, STE 100, SAN DIEGO, CA, 92131
- Phone
- 858-224-0004
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $768.5M
- Discretionary AUM
- $723.5M
- Non-discretionary AUM
- $44.9M
- Discretionary accounts
- 1,803
- Non-discretionary accounts
- 515
- Total accounts
- 2,318
- AUM per client
- $862K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $975K |
| High net worth individuals | 156 | $486.7M |
| Pension and profit sharing plans | 46 | $81.2M |
| Individuals (other than high net worth individuals) | 688 | $199.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SEMINAR AND SPEAKING ENGAGEMENT FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 813 | 892 | increased by79 |
| Apr 1, 2026 | AUM | $650,035,150 | $768,472,183 | increased by$118,437,033 |
| Apr 1, 2026 | Accounts | 1,825 | 2,318 | increased by493 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 718 | 813 | increased by95 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $479,650,469 | $650,035,150 | increased by$170,384,681 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,378 | 1,825 | increased by447 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 648 | 718 | increased by70 |
| Apr 1, 2022 | AUM | $360,270,737 | $479,650,469 | increased by$119,379,732 |
| Apr 1, 2022 | Accounts | 1,197 | 1,378 | increased by181 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILSEY ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILSEY ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.