Chase M. Wilsey

WILSEY ASSET MANAGEMENT

San Diego, CA 92131

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CRD#: 6467222

Professional summary

Chase Michael Wilsey is a registered financial advisor currently at WILSEY ASSET MANAGEMENT INCORPORATED located in San Diego, California.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Chase has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Michael Wilsey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2020 - Present

WILSEY ASSET MANAGEMENT INCORPORATED

Office #1: 10620 Treena Street Ste 100, San Diego, CA 92131

RIA

CRD#: 130482

San Diego, CA

Past

March 20, 2015 - December 31, 2018

WILSEY ASSET MANAGEMENT INCORPORATED

RIA

CRD#: 130482

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WILSEY ASSET MANAGEMENT INCORPORATED

WILSEY ASSET MANAGEMENT | WILSEY, BRENT, MICHAEL | WILSEY, BRENT M | WILSEY ASSET MANAGEMENT INCORPORATED

CRD#: 130482 / SEC#: 801-70297

RIA

Registered Investment Advisory firm - (6/25/2009 Approved)

California

Registered Investment Advisory firm - (10/23/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/28/2020)

IAR

California
(1/28/2020)

IAR

Nevada
(3/18/2020)

IAR

Texas
(3/14/2020)

IAR

Utah
(3/12/2020)

IAR

Washington
(3/11/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2015

Uniform Investment Adviser Law Examination

Current Firm

WILSEY ASSET MANAGEMENT INCORPORATED

WILSEY ASSET MANAGEMENT | WILSEY, BRENT, MICHAEL | WILSEY, BRENT M | WILSEY ASSET MANAGEMENT INCORPORATED

CRD#: 130482 / SEC#: 801-70297

RIA

Registered Investment Advisory firm - (6/25/2009 Approved)

California

Registered Investment Advisory firm - (10/23/2013 Terminated)

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Contact information

Main Address

10620 Treena Street Ste 100, San Diego, CA 92131

Mailing Address

Phone number

(858) 224-0004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAM ADV PART 2A BROCHURE (10/21/2025)

Regulatory assets under management

Total Number of Accounts	1,825
AUM (Assets Under Management)	$ 650,035,150

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chase M. Wilsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Michael Wilsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILSEY ASSET MANAGEMENT INCORPORATED

WILSEY ASSET MANAGEMENT INCORPORATED

Primary Firm SEC Registration

WILSEY ASSET MANAGEMENT INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2015

Current Firm

WILSEY ASSET MANAGEMENT INCORPORATED

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILSEY ASSET MANAGEMENT INCORPORATED

TRUST BUT VERIFY

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