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Andrews, Lucia Wealth Management

EST. AUM
$543,490,977

CONTACTS
2

CLIENT ACCOUNTS
586

Firm Details

Metro area San Francisco
CRD Number 130931
Website luciawealth.com
Client types

Overview

Andrews, Lucia Wealth Management LLC was founded in 2004 in San Mateo, California by Bob Lucia, a Certified Public Accountant. The firm was created to meet the demand for integrated wealth management services among his clients, who were seeking more comprehensive advice and investment solutions for building financial portfolios. Bob Lucia, together with Scott Lucia, CFP®, established the Registered Investment Advisor firm to serve a select group of high-net-worth individuals, closely held businesses, trusts, and pension plans.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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