# Lucia Wealth Management

Lucia Wealth Management is a RIA based in Danville.

## Overview

- **Organization type:** RIA
- **Headquarters:** Danville
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** luciawealth.com

## Regulatory record

- **CRD number:** 330654
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330654

## About

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.

## People

- Scott J. Lucia — Certified Financial Planner™, CFP®; Managing Partner
- Robert J. Lucia — Co-Founder

## 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.

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Last updated: 2026-08-11T15:07:19.634Z

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