Andrews, Lucia Wealth Management LLC
Andrews, Lucia Wealth Management LLC is an SEC-registered wealth manager in Danville, CA with $543.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Andrews, Lucia Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130931, SEC 801-66974, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $543.5M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Danville, CA
- Employees
- 1
- Clients
- 197
- CRD
- 130931
- Ownership
- LUCIA, ROBERT, JOSEPH; LUCIA, SCOTT, JONATHAN
How much AUM does Andrews, Lucia Wealth Management LLC have?
Andrews, Lucia Wealth Management LLC reported $543.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Andrews, Lucia Wealth Management LLC?
Disclosed owners and executives of Andrews, Lucia Wealth Management LLC include LUCIA, ROBERT, JOSEPH, LUCIA, SCOTT, JONATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.