# ANDREWS, LUCIA WEALTH MANAGEMENT LLC

ANDREWS, LUCIA WEALTH MANAGEMENT LLC of DANVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130931
- Type: SEC-registered investment adviser
- SEC file number: 801-66974
- Location: 939 HARTZ WAY, SUITE 200, DANVILLE, CA, 94526-3440
- Phone: 925-837-8355
- Latest filing: 2026-03-12
- Regulatory AUM: $543.5M
- Discretionary AUM: $543.5M
- Clients: 1
- Accounts: 586

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Scott Jonathan Lucia | OWNER & CHIEF COMPLIANCE OFFICER | — |
| Robert Joseph Lucia | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| LUCIA RAYMOND JOSEPH | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130931/similar
- Related entities: https://search.stillhousedata.com/firm/130931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130931

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.