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Chief Compliance Officer · Thepartners Wealth Management

Andrew T. Lucich

CRD 2227654 · Named on Form ADV at 7 SEC-registered advisers

At a glance

Thepartners Wealth Management, an SEC-registered wealth manager based in Carmel by the Sea, CA with $1.2 billion in regulatory assets, lists Andrew T. Lucich on its Form ADV as Chief Compliance Officer. The SEC filings also name Andrew at 6 other registered advisers.

Firms and roles

  • Thepartners Wealth ManagementChief Compliance OfficerWealth manager · Carmel by the Sea, CA · $1.2B in regulatory assets
  • SPG Advisors LLCChief Compliance OfficerWealth manager · Kirkland, WA · $535M in regulatory assets
  • Advisor Share Wealth Management, LLCChief Compliance OfficerWealth manager · Vancouver, WA · $377M in regulatory assets
  • Paradigm Wealth Advisory LLCChief Compliance OfficerWealth manager · Bridgewater, NJ · $201M in regulatory assets
  • Whitwell AdvisorsChief Compliance OfficerWealth manager · United States · $117M in regulatory assets
  • Elite PortfoliosChief Compliance OfficerAsset manager · Carmel by the Sea, CA · $0M in regulatory assets
  • EyraChief Compliance OfficerAsset manager · United States · $0M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
7 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.