# Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management is a Bank / Wealth / Trust based in Danville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Danville, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** luciawealth.com
- **LinkedIn:** https://www.linkedin.com/company/luciawealth

## Regulatory record

- **CRD number:** 130931
- **SEC file number:** 801-66974
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130931

## About

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.

## 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.

## Related profiles

- [Andrews Advisory Associates](https://altss.com/profile/andrews-advisory-associates)
- [Andros Capital Partners](https://altss.com/profile/andros-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/andrews-lucia-wealth-management

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