ANDREWS, LUCIA WEALTH MANAGEMENT LLC

939 Hartz Way
Suite 200
Danville, California 94526-3440
Tel: 925-837-8355

About ANDREWS, LUCIA WEALTH MANAGEMENT LLC

ANDREWS, LUCIA WEALTH MANAGEMENT LLC, formally registered with the SEC as ANDREWS, LUCIA WEALTH MANAGEMENT LLC. The firm was established in 07/03/2006. They have over 2 offices throughout the country.

ANDREWS, LUCIA WEALTH MANAGEMENT LLC is a Danville, California based Financial Planning firm with nearly $456,071,682 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130931
SEC#	801-66974
Assets Managed by Firm	$456,071,682
No. of Clients	639
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	639	$456,071,682
Individuals (other than high net worth individuals)	87	$39,274,079
High net worth individuals	109	$406,505,149
Corporations or other businesses	7	$10,292,454

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