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| Wilsey Asset Management Incorporated
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| CRD # | 130482 |
| SEC # | 801-70297 |
| CIK # | 0001598379 |
| AUM | $650.0 M (2025-04-21) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 858-224-0004 |
| Address | 10620 Treena Street San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001598379 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Allstate Corp | 0.0 | ||
| Coach Inc | 0.0 | ||
| Stanley Black & Decker Inc | 0.0 | ||
| Cigna Corp | 0.0 | ||
| General Motors Co | 0.0 | ||
| VICI Properties Inc | 0.0 | ||
| Piedmont Office Realty Trust Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Molson Coors Brewing Co | 0.0 | ||
| Fedex Corp | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Mohawk Industries Inc | 0.0 | ||
| Medical Properties Trust Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Valero Energy Corp/Tx | 0.0 | ||
| SAIC Inc | 0.0 | ||
| Willdan Group Inc | 0.0 | ||
| Science Applications International Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 662 | 188.6 |
| (b) Individuals (high net worth individuals) | 125 | 391.4 |
| (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 | 20 | 64.2 |
| (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 | 6 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,825 | 650.0 |
| By Discretionary | ||
| Discretionary | 1,825 | 650.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,825 | 650.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 649.1 | |
| Total | 1,825 | 650.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001598379] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Asset Management Inc
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|
MA | 0.7 |
|
Millennium Advisory Services Inc
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|
VA | 0.7 |
|
Koesten Hirschmann & Crabtree Inc
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|
KS | 0.7 |
|
Ironwood Wealth Management LLC
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|
AZ | 0.7 |
|
Proventus AG Vermgensverwaltung
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|
0.6 | |
|
West Financial Advisors LLC
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|
IA | 0.6 |
|
Total Clarity Wealth Management Inc
✚
|
IL | 0.6 |
|
High Falls Advisors Inc
✚
|
NY | 0.6 |
|
von Borstel & Associates Inc
✚
|
OR | 0.6 |
|
Matthew Goff Investment Advisor LLC
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|
TX | 0.6 |