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Andrews, Lucia Wealth Management
Andrews, Lucia Wealth Management was founded in 2004. It operates as a registered investment advisor serving multiple client types from its San Mateo base.
Overview
Andrews, Lucia Wealth Management was founded in 2004. It operates as a registered investment advisor serving multiple client types from its San Mateo base. The firm supplies investment advisory services that include financial planning and portfolio management. It works with individuals, high-net-worth individuals, trusts, families, corporations, and business entities. No public data detail specific asset classes, named holdings, or geographic deployment beyond the United States. No information on team size, additional offices, or vehicles such as foundations or clubs appears in available records. No operational events from the last 24 months are documented. The firm functions as a conventional wealth manager without disclosed hybrid structures, co-investment clubs, or succession arrangements that would differentiate it from peer RIAs.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
Location
Region
North America
Country
United States
City
Danville
Corporate office
San Mateo, CA, United States
Frequently asked questions
What services does Andrews, Lucia Wealth Management provide?
The firm offers investment advisory services that include financial planning and portfolio management to individuals, high-net-worth individuals, trusts, families, corporations, and business entities.
When was Andrews, Lucia Wealth Management founded?
The firm was established in 2004.
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