LUCIA WEALTH SERVICES, LLC
Legal name: LUCIA CAPITAL GROUP
CRD #152396 SEC #801-71073 SAN DIEGO, CA 800-644-1150
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.1B
Employees
69
Clients
101
Accounts
5,735
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm