What departments does Wilsey Asset Management have?

Wilsey Asset Management has employees across 3 departments including Operations, Marketing, Finance.

What is the largest department at Wilsey Asset Management?

The largest department at Wilsey Asset Management is Operations with 2 employees.

Where are Wilsey Asset Management employees located globally?

Wilsey Asset Management has employees across 1 continents and 1 countries including United States Of America.

How has Wilsey Asset Management's team size changed over time?

Wilsey Asset Management's team has remained stable from approximately 7 to 7 employees based on available data.

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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.

Wilsey Asset Management Global Highlights

North America
9

United States Of America
9

Wilsey Asset Management's Leadership

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

Wilsey Asset Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Wilsey Asset Management

Name

Title

Contact Info

Location

Last Update

B. W.
Ceo & President
Mobile Phone
Email
United StatesCalifornia
May 28, 2025
C. W.
Vice President
Mobile Phone
Email
United StatesCalifornia
May 26, 2025
E. M.
Vp Of Operations
Mobile Phone
Email
United StatesCalifornia
May 19, 2025
R. M.
Marketing Manager
Mobile Phone
Email
United StatesCalifornia
May 15, 2025
H. J.
Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesCalifornia
Oct 17, 2024
B. A.
Operations Assistant
Mobile Phone
Email
United StatesCalifornia
Jun 03, 2025

Frequently Asked Questions

What is Wilsey Asset Management known for?

Wilsey Asset Management operates in the Financial Services industry. The company's main headquarters is located in 10680 Treena Street 160 San Diego, California 92131 United States; you can contact the 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?

Wilsey Asset Management employees' email format typically follows the pattern of . 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?

Wilsey Asset Management has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

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

As of May 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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Wilsey Asset Management Employee Directory

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