Lucia Wealth Management, LLC

Overview

Lucia Wealth Management, LLC is a small, fee-based advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm runs a concentrated asset base and favors using pooled public funds—primarily mutual funds—for core equity and fixed income exposure, while also tapping third‑party managers for alternative exposures. Lucia Wealth Management charges a percentage-of-AUM fee and operates as an individual-owned limited liability company; it does not identify as an ESG investor or a multi-state adviser. Investment activity centers on discretionary management, with the firm using external fund managers and structured vehicle wrappers rather than acting as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices