ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CRD #130931 SEC #801-66974 DANVILLE, CA 925-837-8355
SEC Registered
Total AUM
$496.8M
Discretionary
$496.8M
Employees
1
Clients
--
Accounts
639
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, ROBERT, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIA, SCOTT, JONATHAN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (5)
AZ CA NV NY TX
Address
939 HARTZ WAYSUITE 200
DANVILLE, CA 94526-3440
United States
Phone: 925-837-8355