ANDREWS, LUCIA WEALTH MANAGEMENT LLC

DANVILLE, California·1 registered advisor·CRD# 130931
SEC# 801-669741925-837-8355
01

Firm Overview

AUM
$456M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at ANDREWS, LUCIA WEALTH MANAGEMENT LLC

1 registered advisor
Robert Joseph Lucia
DANVILLE, California
05

Office Locations

DANVILLE, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ANDREWS, LUCIA WEALTH MANAGEMENT LLC (CRD# 130931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.