# LUCIA WEALTH SERVICES, LLC

LUCIA WEALTH SERVICES, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152396
- Type: SEC-registered investment adviser
- SEC file number: 801-71073
- Location: 13520 EVENING CREEK DRIVE, N., SUITE 300, SAN DIEGO, CA, 92128
- Phone: 800-644-1150
- Latest filing: 2020-11-25
- Regulatory AUM: $128.2M
- Discretionary AUM: $109.7M
- Non-discretionary AUM: $18.5M
- Clients: 6
- Accounts: 91

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| LUCIA RAYMOND JOSEPH | MANAGING MEMBER; MANAGING MEMBER/CHAIRMAN; MANAGING MEMBER/ CHAIRMAN (+1 more) | — |
| OCHS THERESA JEAN | CHIEF COMPLIANCE OFFICER | — |
| BRUTON DEREK JEROLD | CEO | — |
| LUCIA JOSEPH PAUL | MEMBER; PRESIDENT | — |
| HOLLY STEPHANIE LEE | CFO | — |
| PIMENTEL STEPHANIE LEE | CFO | — |
| PALERMO VIKTORIA IRENA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152396/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152396/similar
- Related entities: https://search.stillhousedata.com/firm/152396/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152396

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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.