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ANDREWS, LUCIA WEALTH MANAGEMENT LLC

DANVILLE, CA · CRD 130931 · IAPD ↗ · luciawealth.com · 925-837-8355

$543.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ANDREWS, LUCIA WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($496.8M -> $543.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — ANDREWS, LUCIA WEALTH MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ANDREWS, LUCIA WEALTH MANAGEMENT LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.