Andrews, Lucia Wealth Management LLC
Andrews, Lucia Wealth Management LLC (CRD# 130931) is a financial advisory firm headquartered in Danville, CA. They manage $212,276,047 in 390 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management212MILLION
Total Number of Accounts390ACCOUNTS
Average Account Value$544,298
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Scott Lucia (CRD# 4880277) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in San Mateo, CA and has over 12 years of experience in the finance industry. Scott Lucia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Lucia (CRD# 1363878) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in San Mateo, CA and has over 17 years of experience in the finance industry.