Andrews, Lucia Wealth Management LLC
Andrews, Lucia Wealth Management LLC (CRD# 130931) is a financial advisory firm headquartered in Danville, CA. They manage $456,071,682 in 639 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Andrews, Lucia Wealth Management LLC
By the Numbers
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Total Assets Under Management456MILLION
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Total Number of Accounts639ACCOUNTS
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Average Account Value$713,727
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, NV, TX
Financial Advisors at Andrews, Lucia Wealth Management LLC
1
Robert Lucia (CRD# 1363878) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in Danville, CA and has over 24 years of experience in the finance industry.
2
Scott Lucia (CRD# 4880277) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in Danville, CA and has over 20 years of experience in the finance industry.
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