CRD: 130931
Andrews, Lucia Wealth Management LLC
$543.5M Total AUM
$543.5M Disc. AUM
12.3% 3Y CAGR
1 Employees
197 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2004
- Office Locations
- 1
Office Locations
939 Hartz WAY Suite 200 Danville CA
About Andrews, Lucia Wealth Management LLC
Andrews, Lucia Wealth Management is a fee-only, SEC-registered RIA founded in 2004 with offices in Danville and San Mateo, CA. The firm provides wealth management and financial planning for individuals and business owners, using an evidence-based, academic research-grounded investment approach. Custody is supported through Schwab and Fidelity, and the team offers portfolio second-opinion reviews.
Team overview
43 AVG AGE
$543.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
SCOTT JONATHAN LUCIA
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #4880277
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,490,977 | $927,459 |
| Non-Discretionary | $0 | -- |
| Total | $543,490,977 | $927,459 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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