Wilsey Asset Management Incorporated

The firm provides investment advisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, and corporate clients, offering both discretionary and non‑discretionary portfolio management. It also offers financial planning, hourly consulting, and retirement-plan services (including 401(k) plan management and 3(38)-style plan support), plus a Wealth Builder program with a waived minimum for regular deposits.

Investment management emphasizes individual equities supplemented by ETFs and bonds, with portfolio decisions informed by fundamental, technical, cyclical, and economic analysis and weekly reviews of company financials and valuation metrics. The firm implements both long‑ and short‑term strategies and strategic asset allocation, provides performance reporting through Orion, and manages accounts on either a discretionary or non‑discretionary basis.

What is distinctive about the firm is its scale relative to staff: the ADV shows roughly $768 million in client assets and 844 client relationships managed by a small advisory team, producing an unusually high AUM and client count per advisor compared with peers. The firm also maintains a structured client education and communications program—biannual client symposiums (archived on its website), annual participant presentations for plan clients, regular email/social media updates, and broadcast commentary—which are services less commonly offered by similar-sized team firms.