# Chase Wilsey

> Chase Wilsey is a fee-only financial advisor at Wilsey Asset Management in San Diego, California. Chase charges a percentage of assets.

Page: https://find.wellspent.co/advisors/chase-wilsey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wilsey Asset Management
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $768.5M across 2,318 accounts
- **CRD:** 6467222 (https://adviserinfo.sec.gov/individual/summary/6467222)
- **SEC registration:** Investment adviser representative in AZ, CA, NV, TX, UT, WA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.wilseyassetmanagement.com

## Frequently asked questions

### Is Chase Wilsey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chase 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 Chase charge for financial advice?

Chase charges a percentage of assets.

### Where is Chase Wilsey based?

Chase Wilsey is based in San Diego, California.

### Is Chase Wilsey registered with the SEC?

Yes. Chase Wilsey is registered as an investment adviser representative in AZ, CA, NV, TX, UT and WA (CRD 6467222), 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 Chase Wilsey?

Through Chase's website, www.wilseyassetmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6467222): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wilseyassetmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.