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, individual-owned Registered Investment Adviser that has been SEC-registered since 2006. The firm acts as a capital allocator and provides fee-based portfolio management to both individual/family clients and institutional/business accounts. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Fee billing is expressed as a percentage of assets under management. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$182M in ETFs
4%
$7.4M
96%
$174M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $67.4M | 1,516,989 | 37.11% |
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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