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Vice-President · Wilsey Asset Management Incorporated

Chase M. Wilsey

CRD 6467222 · 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 Chase M. Wilsey on its Form ADV as Vice-President.

Firms and roles

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Chase’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
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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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Eladia M. MedinChief Compliance Officer, Wilsey Asset Management Incorporated
  • Brent M. WilseyChief Executive Officer, 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 Chase’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.