ANDREWS, LUCIA WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$543,490,977
Discretionary
$543,490,977
Non-discretionary
$0
Firm details
- CRD number
- 130931
- SEC file number
- 801-66974
- Main office
- DANVILLE, CA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.LUCIAWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.