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Lucia Wealth Management
Andrews Lucia Wealth Management helps clients coordinate and simplify their financial affairs so they can achieve personal goals. The firm provides...
Lucia Wealth Management
Andrews Lucia Wealth Management helps clients coordinate and simplify their financial affairs so they can achieve personal goals. The firm provides personalized investment planning and wealth management combining advisor-led guidance with institutional-scale research and technology. It serves clients throughout the San Francisco Bay Area from its Danville office and acts as a fiduciary.
General information
Firm type
RIA
Year founded
2004
Location
City
Danville
Principals
Scott J. Lucia
Certified Financial Planner™, CFP®; Managing Partner
Robert J. Lucia
Co-Founder
Frequently asked questions
Who controls Lucia Wealth Management?
No named principals or beneficial owners are publicly associated with the entity. Standard LLC registration records in many US states do not require disclosure of members or managers, making the controlling family or individual impossible to identify without off-record knowledge.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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