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Wilsey Asset Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Wilsey Asset Management is a small financial services firm based in San Diego, California. It provides investment services and financial planning to individuals and corporations, with an emphasis on educating clients about navigating the financial landscape. The investment approach centers on an individualized concentrated value portfolio built from select equities and guided by fundamental analysis, rather than relying on broad mutual funds.

Financial planning at the firm aims to help clients make decisions that align with their values and life goals, while maintaining an unbiased stance that avoids conflicts associated with commission-based products. The company positions itself as a principled practitioner of client-focused investing and planning within the financial services industry.

Find Wilsey Asset Management employees' phone numbers or email addresses

Wilsey Asset Management Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Wilsey Asset Management's Leadership

  • Ceo & President at Wilsey Asset Management
    B. W.
    Ceo & President
    Mobile Phone
  • Vp Of Operations at Wilsey Asset Management
    E. M.
    Vp Of Operations
    Mobile Phone
  • Vice President at Wilsey Asset Management
    C. W.
    Vice President
    Mobile Phone
  • Marketing Manager at Wilsey Asset Management
    R. M.
    Marketing Manager
    Mobile Phone
  • Certified Financial Planner™ Professional at Wilsey Asset Management
    H. J.
    Certified Financial Planner™ Professional
    Mobile Phone
  • Operations Assistant at Wilsey Asset Management
    B. A.
    Operations Assistant
    Mobile Phone

Wilsey Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Wilsey Asset Management

Name
Title
Contact
Location
Last Update
  • Ceo & President at Wilsey Asset Management
    B. W.
    Ceo & President
    Mobile Phone
    United States, California
    May 28, 2025
  • Vice President at Wilsey Asset Management
    C. W.
    Vice President
    Mobile Phone
    United States, California
    May 26, 2025
  • Vp Of Operations at Wilsey Asset Management
    E. M.
    Vp Of Operations
    Mobile Phone
    United States, California
    May 19, 2025
  • Marketing Manager at Wilsey Asset Management
    R. M.
    Marketing Manager
    Mobile Phone
    United States, California
    May 15, 2025
  • Certified Financial Planner™ Professional at Wilsey Asset Management
    H. J.
    Certified Financial Planner™ Professional
    Mobile Phone
    United States, California
    Oct 17, 2024
  • Operations Assistant at Wilsey Asset Management
    B. A.
    Operations Assistant
    Mobile Phone
    United States, California
    Jun 03, 2025

Frequently Asked Questions

What is Wilsey Asset Management known for?

Minus sign iconPlus sign iconWilsey Asset Management operates in the Financial Services industry. You can contact Wilsey Asset Management's main corporate office by phone at
+1-858-546-****
. Explore Wilsey Asset Management's company overview page for more information.

What is Wilsey Asset Management's most common email format?

Minus sign iconPlus sign iconWilsey Asset Management employees' email format typically follows the pattern of First@wilseyassetmanagement.com. Trying to find reliable and up-to-date employee contact data? Find more Wilsey Asset Management email formats with LeadIQ.

How many employees does Wilsey Asset Management have currently?

Minus sign iconPlus sign iconWilsey Asset Management has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wilsey Asset Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wilsey Asset Management's key employees include:

  • Ceo & President: B. W.
  • Vp Of Operations: E. M.
  • Vice President: C. W.
  • Marketing Manager: R. M.
  • Certified Financial Planner™ Professional: H. J.

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