ANDREWS, LUCIA WEALTH MANAGEMENT LLC of DANVILLE, CA is an SEC-registered investment adviser (CRD 130931). Regulatory assets under management: $543.5M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |