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Robert Joseph Lucia

Managing Member & Chief Compliance OfficerAndrews, Lucia Wealth Management LLCCRD 1363878

About Robert Joseph Lucia

Robert Joseph Lucia is listed as Managing Member & Chief Compliance Officer at Andrews, Lucia Wealth Management LLC in Danville, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Andrews, Lucia Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Joseph Lucia work?

Robert Joseph Lucia is listed as Managing Member & Chief Compliance Officer at Andrews, Lucia Wealth Management LLC on SEC Form ADV.

How much of Andrews, Lucia Wealth Management LLC does Robert Joseph Lucia own?

Form ADV reports a beneficial ownership band of Over 75%.

Andrews, Lucia Wealth Management LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2004
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