LUCIA WEALTH MANAGEMENT, LLC

LUCIA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 330654). Regulatory assets under management: $28.5M.

Registration

• CRD: 330654
• Type: Registered investment adviser
• Phone: (251) 404-4922
• Latest filing: 2026-03-10
• Regulatory AUM: $28.5M
• Discretionary AUM: $28.5M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330654 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search