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Wilsey, Brent, Michael (San Diego)


Wilsey, Brent, Michael is a large advisory firm based in San Diego. It manages $112 million of regulatory assets for 623 client accounts. It has been registered with the SEC as an adviser since 2009.

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Wilsey, Brent, Michael provides portfolio management for individuals and small businesses, educational seminars and workshops, and seminars and speaking engagements. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilsey, Brent, Michael: assets under management

The assets under management (AUM) of Wilsey, Brent, Michael is $112 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $112 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilsey, Brent, Michael for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Theresa Malone Director 1 Feb 2012 25% - 50% 6079975

Based in San Diego

The principal office where Wilsey, Brent, Michael performs its advisory services is located at 10670 Treena Street, San Diego, CA 92131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-546-4306 or by fax 858-653-5858. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.smartinvesting2000.com.


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