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Vanessa Hale Wieliczko

HOYLECOHEN, LLC·SAN DIEGO, California
Clean record9 years registeredHOYLECOHEN, LLC
350 CAMINO DE LA REINA, SAN DIEGO, CA 92108CRD# 5603974Firm CRD# 141125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vanessa Hale Wieliczko · SAN DIEGO, CA
Registration
CRD #5603974 · HOYLECOHEN, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Sep 2024 – present
HOYLECOHEN, LLC
Feb 2017 – Nov 2024
SAN DIEGO, CA
02

Registrations & Exams

Registration record
First registered · February 3, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOYLECOHEN, LLC
CRD 141125 · SEC 801-67037
AUM
$3.4B
Regulatory assets under management
Employees
64
5,427 client accounts
Services offered by HOYLECOHEN, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HOYLECOHEN, LLC →
Introduction

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05

Frequently Asked Questions

What services does Vanessa Hale Wieliczko offer?
Vanessa Hale Wieliczko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Vanessa Hale Wieliczko's credentials?
Vanessa Hale Wieliczko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vanessa Hale Wieliczko located?
Vanessa Hale Wieliczko is based in SAN DIEGO, California, working with HOYLECOHEN, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Vanessa Hale Wieliczko charge for services?
Vanessa Hale Wieliczko's firm is compensated through percentage of aum, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOYLECOHEN, LLC?
HOYLECOHEN, LLC has approximately 64 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOYLECOHEN, LLC

Heather Burke England
SAN DIEGO, CA
Elisabeth Cullington
SAN DIEGO, CA
Peter William Mueller
SAN DIEGO, CA

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Research
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