← Directory
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CRD 130931File 801-66974
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$543.5M
Above cohort median (national)
Discretionary AUM
$543.5M
Clients
197
586 accounts
Employees
1
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 3, 2006
- Principal office
- 939 HARTZ WAY, SUITE 200, DANVILLE, CA, 94526-3440
- Phone
- 925-837-8355
- Website
- HTTP://WWW.LUCIAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $543.5M
- Discretionary AUM
- $543.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 586
- Non-discretionary accounts
- 0
- Total accounts
- 586
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $7.6M |
| High net worth individuals | 118 | $503.8M |
| Individuals (other than high net worth individuals) | 74 | $32.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.