Chase Wilsey
Wilsey Asset Management · San Diego, California
Chase Wilsey is a fee-only financial advisor at Wilsey Asset Management in San Diego, California. Chase charges a percentage of assets.
Request an introduction to Chase →
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 6467222 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.wilseyassetmanagement.com |
How Chase's firm compares
- Wilsey Asset Management's average account is about $332,000, from its Form ADV (assets managed divided by 2,318 accounts).
Request an introduction to Chase
Tell Chase a little about what you're looking for. Chase isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chase
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.
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.
See something wrong? Request a correction. Read our methodology.