Brent Wilsey
Wilsey Asset Management · San Diego, California
Brent Wilsey is a fee-only financial advisor at Wilsey Asset Management in San Diego, California. Brent charges a percentage of assets.
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Facts
| Firm | Wilsey Asset Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $768.5M across 2,318 accounts |
| SEC registration | Investment adviser representative in AZ, CA, NV, TX, UT, WA · CRD 1263961 |
| Exams passed | Series 63 (1986) · Series 65 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wilseyassetmanagement.com |
| Profile |
How Brent's firm compares
- Wilsey Asset Management's average account is about $332,000, from its Form ADV (assets managed divided by 2,318 accounts).
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Questions about Brent
Is Brent Wilsey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Wilsey Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent charges a percentage of assets.
Where is Brent Wilsey based?
Brent Wilsey is based in San Diego, California.
Is Brent Wilsey registered with the SEC?
Yes. Brent Wilsey is registered as an investment adviser representative in AZ, CA, NV, TX, UT and WA (CRD 1263961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wilsey Asset Management manage?
Wilsey Asset Management reports $768.5M across 2,318 accounts in assets under management.
How do I contact Brent Wilsey?
Through Brent's website, www.wilseyassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wilsey Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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