Scott Jonathan Lucia
Owner & Chief Compliance OfficerAndrews, Lucia Wealth Management LLCCRD 4880277
About Scott Jonathan Lucia
Scott Jonathan Lucia is listed as Owner & 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 Scott Jonathan Lucia work?
Scott Jonathan Lucia is listed as Owner & Chief Compliance Officer at Andrews, Lucia Wealth Management LLC on SEC Form ADV.
How much of Andrews, Lucia Wealth Management LLC does Scott Jonathan Lucia own?
Form ADV reports a beneficial ownership band of Over 75%.
Andrews, Lucia Wealth Management LLC
| Title | Owner & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |