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Owner & Chief Compliance Officer · Andrews, Lucia Wealth Management LLC

Scott J. Lucia

CRD 4880277 · Named on Form ADV at one SEC-registered adviser

At a glance

Andrews, Lucia Wealth Management LLC, an SEC-registered wealth manager based in Danville, CA with $543 million in regulatory assets, lists Scott J. Lucia on its Form ADV as Owner & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Scott’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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