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
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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