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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $496.8M | $496.8M | $0 | 1 | 0 |
| Aug 2025 | $496.8M | $496.8M | $0 | 2 | 0 |
| Mar 2025 | $496.8M | $496.8M | $0 | 2 | 0 |
| Mar 2024 | $456.1M | $456.1M | $0 | 2 | 0 |
| Mar 2023 | $387.6M | $387.6M | $0 | 2 | 0 |
| Mar 2022 | $403M | $403M | $0 | 2 | 0 |
| Mar 2021 | $337.6M | $337.6M | $0 | 2 | 0 |
| Jun 2020 | $358.8M | $319.8M | $39.1M | 2 | 0 |
| Mar 2020 | $358.8M | $319.8M | $39.1M | 2 | 0 |
| Mar 2019 | $294.2M | $263.3M | $30.9M | 2 | 0 |
| Aug 2018 | $302.5M | $269.7M | $32.8M | 2 | 0 |
| Jul 2018 | $302.5M | $269.7M | $32.8M | 2 | 0 |
| Mar 2018 | $302.5M | $269.7M | $32.8M | 2 | 0 |
| Mar 2017 | $263.3M | $235.6M | $27.7M | 2 | 100 |
| Mar 2016 | $212.3M | $212.3M | $0 | 2 | 100 |
| Mar 2015 | $205.3M | $205.3M | $0 | 2 | 100 |
| Apr 2014 | $190.4M | $189.6M | $836.6K | 2 | 200 |
| Mar 2014 | $190.4M | $189.6M | $836.6K | 2 | 200 |
| Mar 2013 | $127.6M | $126.9M | $603.9K | 3 | 26 |
| Mar 2012 | $112.4M | $111.2M | $1.1M | 1 | 26 |
| Apr 2011 | $100.1M | $99.6M | $507K | 5 | -- |
| Mar 2009 | $73.4M | $73.4M | $0 | 5 | -- |
| Mar 2008 | $106.1M | $106.1M | $0 | 5 | -- |
| Apr 2007 | $72.9M | $72.9M | $0 | 5 | -- |
| Apr 2007 | $72.9M | $72.9M | $0 | 5 | -- |
| Mar 2007 | $72.9M | $72.9M | $0 | 5 | -- |
DateDec 2025
Total AUM$496.8M
Discretionary$496.8M
Non-Disc.$0
Employees1
Clients0
DateAug 2025
Total AUM$496.8M
Discretionary$496.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$496.8M
Discretionary$496.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$456.1M
Discretionary$456.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$337.6M
Discretionary$337.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$358.8M
Discretionary$319.8M
Non-Disc.$39.1M
Employees2
Clients0
DateMar 2020
Total AUM$358.8M
Discretionary$319.8M
Non-Disc.$39.1M
Employees2
Clients0
DateMar 2019
Total AUM$294.2M
Discretionary$263.3M
Non-Disc.$30.9M
Employees2
Clients0
DateAug 2018
Total AUM$302.5M
Discretionary$269.7M
Non-Disc.$32.8M
Employees2
Clients0
DateJul 2018
Total AUM$302.5M
Discretionary$269.7M
Non-Disc.$32.8M
Employees2
Clients0
DateMar 2018
Total AUM$302.5M
Discretionary$269.7M
Non-Disc.$32.8M
Employees2
Clients0
DateMar 2017
Total AUM$263.3M
Discretionary$235.6M
Non-Disc.$27.7M
Employees2
Clients100
DateMar 2016
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees2
Clients100
DateApr 2014
Total AUM$190.4M
Discretionary$189.6M
Non-Disc.$836.6K
Employees2
Clients200
DateMar 2014
Total AUM$190.4M
Discretionary$189.6M
Non-Disc.$836.6K
Employees2
Clients200
DateMar 2013
Total AUM$127.6M
Discretionary$126.9M
Non-Disc.$603.9K
Employees3
Clients26
DateMar 2012
Total AUM$112.4M
Discretionary$111.2M
Non-Disc.$1.1M
Employees1
Clients26
DateApr 2011
Total AUM$100.1M
Discretionary$99.6M
Non-Disc.$507K
Employees5
Clients--
DateMar 2009
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$72.9M
Discretionary$72.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$72.9M
Discretionary$72.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$72.9M
Discretionary$72.9M
Non-Disc.$0
Employees5
Clients--