Andrew Thomas Lucich
Chief Compliance OfficerThe Partners Wealth Management, LLCCRD 2227654
About Andrew Thomas Lucich
Andrew Thomas Lucich is listed as Chief Compliance Officer at The Partners Wealth Management, LLC in Carmel by the Sea, CA. Form ADV reports a beneficial ownership band of Under 5%. Andrew Thomas Lucich is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of The Partners Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrew Thomas Lucich work?
Andrew Thomas Lucich is listed as Chief Compliance Officer at The Partners Wealth Management, LLC on SEC Form ADV.
How much of The Partners Wealth Management, LLC does Andrew Thomas Lucich own?
Form ADV reports a beneficial ownership band of Under 5%.
The Partners Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Whitwell & Co, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Elite Tamp LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |