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| Wilsey Asset Management Incorporated
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|---|---|
| CRD # | 130482 |
| SEC # | 801-70297 |
| CIK # | 0001598379 |
| AUM | 768.5 M (2026-03-06) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-224-0004 |
| Address | 10620 Treena Street San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001598379 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Stanley Black & Decker Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| General Motors Co | 0.0 | ||
| Allstate Corp | 0.0 | ||
| Piedmont Office Realty Trust Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Mohawk Industries Inc | 0.0 | ||
| Zimmer Holdings Inc | 0.0 | ||
| Medical Properties Trust Inc | 0.0 | ||
| Cigna Corp | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Intuit Inc | 0.0 | ||
| Conagra Foods Inc /DE/ | 0.0 | ||
| VICI Properties Inc | 0.0 | ||
| Molson Coors Brewing Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Apple Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Science Applications International Corp | 0.0 | ||
| SAIC Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 688 | 199.7 |
| (b) Individuals (high net worth individuals) | 156 | 486.7 |
| (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 | 46 | 81.2 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,318 | 768.5 |
| By Discretionary | ||
| Discretionary | 1,803 | 723.5 |
| Non-Discretionary | 515 | 44.9 |
| Total | 2,318 | 768.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 768.5 | |
| Total | 2,318 | 768.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001598379] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 |
| Serves | Retail, Research |
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