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Building 2ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Map pinDANVILLE, CA
Phone925-837-8355
NotebookSEC #801-66974
Total AUM
$543.5M
Employees
1
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
939 HARTZ WAY
SUITE 200
DANVILLE
CA 94526-3440
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
925-837-8355

ReceiptFinancials

Total AUM
$543.5M
Accounts
586
Discretionary
$543.5M
Accounts
586
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$32.2M
HNW Individual Clients
118
AUM
$503.8M
Corporation or Business Clients
5
AUM
$7.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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