Andrews, Lucia Wealth Management LLC
● SEC registered since 2006CRD 130931SEC# 801-66974Danville, CA
Reg. AUM
$543.5M
Employees
1
Accounts
586
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 $543.5 million in regulatory assets under management and employs 1 people.
Andrews, Lucia Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Jonathan Lucia Control | Owner & Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Andrews, Lucia Wealth Management LLC manage?
Andrews, Lucia Wealth Management LLC reports $543.5 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 1 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
| Address | 939 Hartz Way, Suite 200, Danville, CA 94526-3440 |
| Phone | 925-837-8355 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$543.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$543.5Mregulatory AUM
Discretionary $543.5M