Brent Wilsey has been Chief Executive Officer of Wilsey Asset Management since February 2012, is a control person of the firm and directly owns 75% or more of it. Brent Wilsey holds an MBA from National University.
Wilsey Asset Management Incorporated is a San Diego, CA firm with $768M under management, 892 clients and 2 advisers in one office, as of its July 2026 filing.
Brent Wilsey is Chief Investment Officer and President of Wilsey Asset Management, which he owns and operates. Through the firm he offers day-to-day investment guidance to individual investors and corporations. He has over 43 years of experience in the field.
Brent Wilsey’s longest registration was 12 years at LPL Financial Corporation (1997–2010). Before joining Wilsey Asset Management in 2020, Brent Wilsey was registered through LPL Financial Corporation.
- – present · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 130482
- – · 5 yearsSan Diego, CA · Adviser representative · Firm CRD 130482
- LPL Financial Corporation– · 12 yearsSan Diego, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Brent Wilsey is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from January 2020; the most recent is Arizona, in April 2020.
- ArizonaSince 28 April 2020
- CaliforniaSince 27 January 2020
- NevadaSince 18 March 2020
- TexasResidentSince 14 March 2020
- UtahSince 12 March 2020
- WashingtonSince 11 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2013 |
| Series 24 | General Securities Principal Examination | 2 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 1986 |
| Series 7 | General Securities Representative Examination | 15 March 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 May 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brent Michael Wilsey
- CRD
- 1263961
- Firm
- Wilsey Asset Management · CRD 130482
- Role
- Chief Executive Officer
- Office
- 10620 TREENA STREET, STE 100, San Diego, CA 92131
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wilseyassetmanagement.com
Where does Brent Wilsey work?
Brent Wilsey has been Chief Executive Officer of Wilsey Asset Management Incorporated since February 2012, and is a control person of the firm.
Is Brent Wilsey a financial advisor?
Yes. Brent Wilsey has a current investment-adviser registration in Arizona, California, Nevada, Texas, Utah and Washington, through Wilsey Asset Management since January 2020.
How many years of experience does Brent Wilsey have?
Brent Wilsey has 24 years in the financial industry, since July 2002, across 2 adviser firms.
What exams has Brent Wilsey passed?
Brent Wilsey has passed 5 licensing exams: the Series 6, Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 6, was passed in May 1984.
Where did Brent Wilsey work before Wilsey Asset Management?
Before Wilsey Asset Management, Brent Wilsey was registered through LPL Financial Corporation, December 1997 to March 2010.
Where is Brent Wilsey based?
Brent Wilsey’s registered office is in San Diego, CA.
Is Brent Wilsey registered with FINRA?
No. Brent Wilsey has no current broker registration.
How can I verify Brent Wilsey’s record?
Search CRD 1263961 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent Wilsey’s full registration record.