Chief Executive Officer · Wilsey Asset Management Incorporated
Brent M. Wilsey
CRD 1263961 · Named on Form ADV at one SEC-registered adviser
At a glance
Wilsey Asset Management Incorporated, an SEC-registered wealth manager based in SAN Diego, CA with $768 million in regulatory assets, lists Brent M. Wilsey on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Wilsey Asset Management IncorporatedChief Executive OfficerWealth manager · SAN Diego, CA · $768M in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Eladia M. MedinChief Compliance Officer, Wilsey Asset Management Incorporated
- Chase M. WilseyVice-President, Wilsey Asset Management Incorporated
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.