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| Wilsey Asset Management Incorporated
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| |
|---|---|
| CRD # | 130482 |
| SEC # | 801-70297 |
| CIK # | 0001598379 |
| AUM | $511.4 MM (2024-08-05) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 858-224-0004 |
| Address | 10620 Treena Street San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| WFC | 152.3 | 0.0 | |
| CI | 84.5 | 0.0 | |
| ALL | 34.6 | 0.0 | |
| TPR | 8.1 | 0.0 | |
| GM | 49.6 | 0.0 | |
| FDX | 62.2 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| PDM | 1.7 | 0.0 | |
| TAP | 12.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 681 | 158.1 |
| (b) Individuals (high net worth individuals) | 130 | 329.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 24.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,697 | 511.4 |
| By Discretionary | ||
| Discretionary | 1,684 | 509.6 |
| Non-Discretionary | 13 | 1.8 |
| Total | 1,697 | 511.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 510.9 | |
| Total | 1,697 | 511.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001598379] |
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|---|---|---|
|
Marketriders Inc
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|
MO | 0.6 |
|
Koesten Hirschmann & Crabtree Inc
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|
KS | 0.5 |
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High Falls Advisors Inc
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NY | 0.5 |
|
Source Financial Advisors LLC
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NY | 0.5 |
|
West Financial Advisors LLC
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IA | 0.5 |
|
Brent Forrest & Associates LLC
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TX | 0.5 |
|
von Borstel & Associates Inc
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|
OR | 0.5 |
|
Matthew Goff Investment Advisor LLC
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|
TX | 0.5 |
|
Reliant Wealth Planning LLC
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|
KY | 0.5 |
|
Total Clarity Wealth Management Inc
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|
IL | 0.5 |