ANDREWS, LUCIA WEALTH MANAGEMENT LLC
SEC RegisteredBuilding Wealth That Lasts For Generations
About the firm
Andrews Lucia Wealth Management, LLC is an expert financial planning and wealth management firm located in Danville, CA. Their sole focus is to help clients coordinate and simplify their financial affairs so they can spend their time, energy, and money living out and achieving their personal goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment planning and wealth management, including strategic asset allocation, tax optimization, risk management and insurance planning, asset protection, and estate planning strategies for wealth transfer.
Who they serve
High-net-worth families and individuals seeking personalized financial planning and wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $32M |
| High Net Worth Individuals | 118 | $504M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $499,999 | 1.25% |
| $500,000 - $999,999 | 1.00% |
| $1,000,000 - $1,999,999 | 0.90% |
| $2,000,000 - $2,999,999 | 0.80% |
| $3,000,000 - $4,999,999 | 0.70% |
| $5,000,000 - $9,999,999 | 0.60% |
| $10,000,000 - $14,999,999 | 0.50% |
| $15,000,000 or greater | 0.40% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANDREWS, LUCIA WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched