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Scott Jonathan Lucia

Andrews, Lucia Wealth Management LLC

Danville, CA

CRD 4880277

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Employer firm

Andrews, Lucia Wealth Management LLC CRD 130931

$543M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Andrews, Lucia Wealth Management Llc

939 Hartz Way Suite 200, Danville, CA 94526-3440 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-17
CA RA APPROVED 2025-12-03
  • TX RA
    APPROVED
    Since 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-03

Branch Locations

939 Hartz Way Suite 200, Danville, CA 94526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andrews, Lucia Wealth Management Llc Danville CA 10/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-12
  • S65 Uniform Investment Adviser Law Examination
    2004-03-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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TRACY JAO
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Nearby Offices

GALLAGHER WEALTH MANAGEMENT · DANVILLE, CA
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · DANVILLE, CA
SANCTUARY ADVISORS, LLC · Danville, CA

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