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).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $544,298
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Andrews, Lucia Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott J. Lucia
CRD#: 4880277
1825 South Grant Street, Suite 610, San Mateo, CA 94402
96
Wealthminder
score

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.

2
Robert J. Lucia
CRD#: 1363878
1825 South Grant Street, Suite 610, San Mateo, CA 94402
93
Wealthminder
score

Robert Lucia (CRD# 1363878) is an Investment Advisor Representative working at Andrews, Lucia Wealth Management LLC in San Mateo, CA and has over 16 years of experience in the finance industry.

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