Andrews, Lucia Wealth Management LLC
Firm details
- Headquarters
- Danville, California
- CRD number
- 130931
- Registered since
- July 3, 2006
- Website
- www.luciawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.69%
- Individuals5.92%
- Corporations / Businesses1.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Andrews, Lucia Wealth Management LLC is an independent registered investment adviser founded in 2006 and organized as an LLC. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals, small businesses and institutions, and it also performs manager selection for third‑party advisers. FINTRX flags the firm as a capital allocator, and the firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Cash & Cash Equivalents18%
- US Government Bonds15%
- State & Local Bonds1%
Contacts
1 of 1
Scott Lucia
Investment Advisor RepresentativeCRD 4880277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$191M in ETFs
4%
$7.8M
96%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $73.2M | 1,649,228 | 38.28% |
Location
Danville, CA
Contra Costa
Location
Danville, CA
Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 939 Hartz Way
- Time zone
- PT (UTC-8)
- Office locations
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