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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WILSEY ASSET MANAGEMENT INCORPORATED

CRD 130482

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a74c0c5-6a13-9cd5-ede7-81b59b9486da

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Feb 21, 2012 to Jul 30, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $768MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $724M
Private client RAUM: $686MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $384Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,318
Individual clients: 688
High net worth clients: 156
SEC number: 801-70297
CIK: 1598379
CRD: 130482
Filings on the tape: 36
First filed: Feb 21, 2012
Latest filed: Jul 30, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRENT MICHAEL WILSEY	n/a	SAN DIEGO, CA	6	40	2	no
CHASE MICHAEL WILSEY	n/a	SAN DIEGO, CA	6	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WILSEY, BRENT, MICHAEL	CHIEF EXECUTIVE OFFICER	E	yes	02/2012	Feb 21, 2012	Aug 5, 2024
MEDIN, ELADIA, MAYRA	CHIEF COMPLIANCE OFFICER	Na	no	02/2012	Feb 21, 2012	Aug 5, 2024
WILSEY, CHASE, MICHAEL	VICE-PRESIDENT	Na	no	12/2019	Mar 9, 2020	Aug 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$768M	$724M	9	2	0	n/a	n/a
2024	Apr 21, 2025	$650M	$650M	8	2	0	n/a	n/a
2023	Jan 30, 2024	$511M	$510M	9	2	0	n/a	n/a
2022	Mar 15, 2023	$446M	$445M	8	2	0	n/a	n/a
2021	Mar 21, 2022	$480M	$480M	8	2	0	n/a	n/a
2020	Mar 29, 2021	$360M	$360M	7	2	0	n/a	n/a
2019	Mar 9, 2020	$299M	$299M	7	3	0	n/a	n/a
2018	Mar 4, 2019	$224M	$224M	7	3	0	n/a	n/a
2017	Mar 19, 2018	$207M	$207M	6	3	0	n/a	n/a
2016	Feb 10, 2017	$158M	$158M	9	3	n/a	n/a	n/a
2015	Feb 2, 2016	$152M	$152M	4	3	n/a	n/a	n/a
2014	Feb 23, 2015	$164M	$164M	5	3	n/a	n/a	n/a
2013	Feb 18, 2014	$137M	$137M	6	3	n/a	n/a	n/a
2012	Jan 31, 2013	$112M	$112M	4	2	n/a	n/a	n/a
2011	Feb 21, 2012	$120M	$120M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$768M	$650M	18.2%	$446M	19.9%	9	8	0	0

Relationships

Registered with (3)

← CHASE MICHAEL WILSEYAdvisorregistration: previous registration
Mar 20, 2015 to Dec 31, 2018factForm ADV
← BRENT MICHAEL WILSEYAdvisorregistration: previous registration
Sep 4, 2013 to Dec 31, 2018factForm ADV
← BRIAN DAVID MCLEANAdvisorregistration: previous registration
Feb 23, 2009 to Dec 31, 2018factForm ADV

Controls (1)

← WILSEY, BRENT, MICHAELOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Feb 21, 2012 to Aug 5, 2024factForm ADV

Owns (2)

← MEDIN, ELADIA, MAYRAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 21, 2012 to Aug 5, 2024factForm ADV
← WILSEY, CHASE, MICHAELOwnerVICE-PRESIDENT, ownership code NA, individual
Mar 9, 2020 to Aug 5, 2024factForm ADV

Dated events

Occurred
Apr 21, 2025
Regulatory AUM changed
Wilsey Asset Management Incorporated reported RAUM $650.0M, up 27% from $511.4M (2025-02-27 to 2025-04-21)
Form ADVobserved 4 days ago
$139M
Occurred
Mar 21, 2022
Regulatory AUM changed
Wilsey Asset Management Incorporated reported RAUM $479.7M, up 33% from $360.3M (2021-03-29 to 2022-03-21)
Form ADVobserved 4 days ago
$119M
Occurred
Jan 4, 2013
Succession filed (Item 4)
Wilsey Asset Management Incorporated reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a74c0c5-6a13-9cd5-ede7-81b59b9486da
First observed: Feb 21, 2012
Last observed: Jul 30, 2026 51 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILSEY ASSET MANAGEMENT INCORPORATED

CRD 130482

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a74c0c5-6a13-9cd5-ede7-81b59b9486da

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRENT MICHAEL WILSEY

n/a

SAN DIEGO, CA

CHASE MICHAEL WILSEY

n/a

SAN DIEGO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILSEY, BRENT, MICHAEL

CHIEF EXECUTIVE OFFICER

yes

02/2012

Feb 21, 2012

Aug 5, 2024

MEDIN, ELADIA, MAYRA

CHIEF COMPLIANCE OFFICER

02/2012

Feb 21, 2012

Aug 5, 2024

WILSEY, CHASE, MICHAEL

VICE-PRESIDENT

12/2019

Mar 9, 2020

Aug 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$768M

$724M

n/a

2024

Apr 21, 2025

$650M

n/a

2023

Jan 30, 2024

$511M

$510M

n/a

2022

Mar 15, 2023

$446M

$445M

n/a

2021

Mar 21, 2022

$480M

n/a

2020

Mar 29, 2021

$360M

n/a

2019

Mar 9, 2020

$299M

n/a

2018

Mar 4, 2019

$224M

n/a

2017

Mar 19, 2018

$207M

n/a

2016

Feb 10, 2017

$158M

n/a

2015

Feb 2, 2016

$152M

n/a

2014

Feb 23, 2015

$164M

n/a

2013

Feb 18, 2014

$137M

n/a

2012

Jan 31, 2013

$112M

n/a

2011

Feb 21, 2012

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$768M

$650M

18.2%

$446M

19.9%