Chase Wilsey has been Vice- President of Wilsey Asset Management since December 2019, is not listed as a control person, but directly owns under 5% of the firm.
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.
- – present · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 130482
- – · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 130482
Investment adviser representative registrations
Chase 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 28 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 | 10 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chase Michael Wilsey
- CRD
- 6467222
- Firm
- Wilsey Asset Management · CRD 130482
- Role
- Vice- President
- Office
- 10620 TREENA STREET, STE 100, San Diego, CA 92131
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Chase Wilsey work?
Chase Wilsey has been Vice- President of Wilsey Asset Management Incorporated since December 2019.
Is Chase Wilsey a financial advisor?
Yes. Chase 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 Chase Wilsey have?
Chase Wilsey has 10 years in the financial industry, since April 2016, across 1 adviser firm.
What exams has Chase Wilsey passed?
Chase Wilsey passed the Series 65 in March 2015.
Where is Chase Wilsey based?
Chase Wilsey’s registered office is in San Diego, CA.
Is Chase Wilsey registered with FINRA?
No. Chase Wilsey has no current broker registration.
How can I verify Chase Wilsey’s record?
Search CRD 6467222 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Wilsey’s full registration record.
