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ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CRD 130931 · SEC 801-66974
939 HARTZ WAY, SUITE 200, DANVILLE, CA, 94526-3440, United States
Phone
925-837-8355
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$543.5M
Discretionary AUM
$543.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $32.2M |
| High net worth individuals | 118 | $503.8M |
| Corporations/business entities | 5 | $7.6M |
States served
AZ, CA, NV, NY, TX
All web addresses on file
Official SEC filing: View on IAPD