RIA Intelligence

WILSEY ASSET MANAGEMENT INCORPORATED

CRD #130482 SEC #801-70297 SAN DIEGO, CA 858-224-0004
SEC Registered
Total AUM
$650M
Discretionary
$650M
Employees
8
Clients
101
Accounts
1,825

AUM Over Time

DateOct 2025
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$511.4M
Discretionary$509.6M
Non-Disc.$1.8M
Employees8
Clients0
DateAug 2024
Total AUM$511.4M
Discretionary$509.6M
Non-Disc.$1.8M
Employees8
Clients0
DateJan 2024
Total AUM$511.4M
Discretionary$509.6M
Non-Disc.$1.8M
Employees9
Clients0
DateJan 2024
Total AUM$446M
Discretionary$444.9M
Non-Disc.$1.1M
Employees9
Clients0
DateSep 2023
Total AUM$446M
Discretionary$444.9M
Non-Disc.$1.1M
Employees9
Clients0
DateJun 2023
Total AUM$446M
Discretionary$444.9M
Non-Disc.$1.1M
Employees9
Clients0
DateMar 2023
Total AUM$446M
Discretionary$444.9M
Non-Disc.$1.1M
Employees8
Clients0
DateNov 2022
Total AUM$479.7M
Discretionary$479.7M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$479.7M
Discretionary$479.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$479.7M
Discretionary$479.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$299.2M
Discretionary$299.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees6
Clients2
DateFeb 2017
Total AUM$157.7M
Discretionary$157.7M
Non-Disc.$0
Employees9
Clients600
DateFeb 2016
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees4
Clients500
DateSep 2015
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees5
Clients500
DateAug 2015
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees5
Clients500
DateFeb 2015
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients538
DateNov 2014
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees6
Clients318
DateFeb 2014
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees6
Clients318
DateSep 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees4
Clients300
DateJul 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees4
Clients300
DateFeb 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees2
Clients300
DateJun 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients--