LUCIA WEALTH SERVICES, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 152396). Regulatory assets under management: $128.2M.
| 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 | — |