# Wilsey Asset Management

Wilsey Asset Management is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** wilseyassetmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/wilsey-asset-management

## Regulatory record

- **CRD number:** 130482
- **SEC file number:** 801-70297
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130482

## About

Wilsey Asset Management was established in 2009 and operates from San Diego, California. Public records identify the firm as a registered investment adviser providing portfolio management and financial planning services to individuals, high-net-worth households, and business entities. The firm's structure as a boutique wealth manager allows it to operate with a lean client book, though the founder and current investment committee composition remain undisclosed in publicly available filings. The firm's stated services include discretionary portfolio management built around individual equity and fixed-income securities, alongside broader financial planning. Unlike multi-family offices or firms that channel capital into pooled proprietary funds, Wilsey Asset Management emphasizes customized separately managed accounts. The geographic footprint is concentrated domestically, with all known advisory activities tied to its San Diego base. No publicly disclosed direct investments, fund commitments, or co-investment partnerships have been identified. Wilsey Asset Management does not publicly report assets under management, total client count, or team size. The firm maintains no identified alternative investment vehicles, philanthropic foundations, or club affiliations. The absence of disclosed principals and the limited operational footprint place it among the smaller, lower-profile wealth managers in the Southern California market. A structural differentiator for Wilsey Asset Management is its posture as a direct-securities manager for private clients rather than an aggregator moving assets into third-party funds. This model creates a direct fiduciary link between adviser and client portfolio that contrasts with platforms serving as gateways to external products. The durability of this structure depends on the undisclosed succession and governance arrangements.

## Questions

### What investment vehicles does Wilsey Asset Management offer?

The firm structures portfolios through separately managed accounts rather than pooled proprietary funds. Public filings indicate offerings include individually tailored equity and fixed-income portfolios. The firm markets direct customization for each client rather than model portfolio or fund-of-funds allocation.

### Who runs investment decisions at Wilsey Asset Management?

The founder, chief investment officer, and investment committee membership are not publicly disclosed. Public records confirm the firm operates as a registered investment adviser from a single San Diego location, but the individuals directing portfolio construction have not been identified in available sources.

### Does Wilsey Asset Management participate in alternative investments?

No alternative investment activity — private equity, venture capital, hedge funds, or real assets — has been publicly identified for this firm. Its disclosed services center on publicly traded equities and fixed income within separately managed accounts.

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Last updated: 2026-06-03T20:00:00.000Z

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