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WILSEY ASSET MANAGEMENT INCORPORATED

SAN DIEGO, CA · CRD 130482 · IAPD ↗ · 858-224-0004

$768.5MRegulatory AUM
2Advisory reps
9Employees
20Clients
51-100Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — WILSEY ASSET MANAGEMENT INCORPORATED notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — WILSEY ASSET MANAGEMENT INCORPORATED reported RAUM up 27% ($511.4M -> $650.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
February 2024 — WILSEY ASSET MANAGEMENT INCORPORATED reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — WILSEY ASSET MANAGEMENT INCORPORATED crossed $500M in regulatory AUM ($446.0M -> $511.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.