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Andrews, Lucia Wealth Management LLC

● SEC registered since 2006CRD 130931SEC# 801-66974Danville, CA
Export (members)
Reg. AUM
$496.8M
Employees
2
Accounts
639
Location
Danville, CA

Andrews, Lucia Wealth Management LLC assets under management

Andrews, Lucia Wealth Management LLC is a registered investment adviser overseen by the SEC based in Danville, CA. The firm has been registered since 2006. It reports $496.8 million in regulatory assets under management and employs 2 people.
www.luciawealth.comView on SEC.gov ↗

Andrews, Lucia Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Joseph Lucia ControlManaging Member & Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Andrews, Lucia Wealth Management LLC manage?

Andrews, Lucia Wealth Management LLC reports $496.8 million in regulatory assets under management on its Form ADV.

How many employees does Andrews, Lucia Wealth Management LLC have?

Andrews, Lucia Wealth Management LLC reports 2 employees.

Where is Andrews, Lucia Wealth Management LLC located?

Andrews, Lucia Wealth Management LLC is based in Danville, CA and has been SEC-registered since 2006.

Does Andrews, Lucia Wealth Management LLC disclose fund performance?

Andrews, Lucia Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address939 Hartz Way, Suite 200, Danville, CA 94526-3440
Phone925-837-8355
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$496.8M
Non-discretionary$0
Total (RAUM)$496.8M