| Lucia Wealth Services LLC | |
|---|---|
| CRD # | 152396 |
| SEC # | 801-71073 |
| CIK # | 0001730471 |
| AUM | $1.3 BB |
| Employees | 75 |
| Phone | 800-644-1150 |
| Address | 13520 Evening Creek Drive, N Suite 300 San Diego, CA 92128 |
| Links |
IAPD
EDGAR
Website
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JNJ | 369,000.0 | 15.2 | |
| AAPL | 843,560.0 | 13.8 | |
| BR | 11,510.0 | 10.3 | |
| ADP | 65,820.0 | 10.2 | |
| MSFT | 865,660.0 | 9.7 | |
| TAP | 9,780.0 | 8.9 | |
| HSY | 23,230.0 | 8.8 | |
| PG | 249,110.0 | 7.0 | |
| KMB | 40,500.0 | 6.5 | |
| FB | 491,090.0 | 6.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Related Firms | AUM ($BB) |
|---|---|
| Lucia Wealth Services LLC | 1.3 |
| Pinhook Capital LLC | 0.5 |
| Comparable Firms | AUM ($BB) |
|---|---|
| Howard Capital Management Inc | 1.3 |
| Soma Equity Partners LP | 1.3 |
| Nicholas Investment Partners LP | 1.3 |
| CM Capital Advisors LLC | 1.3 |
| Unionbanc Investment Services LLC | 1.3 |
| 137 Ventures Management LLC | 1.3 |
| Gamble Jones Investment Counsel | 1.3 |
| McDonald Capital Investors Inc | 1.3 |
| Ares Capital Management II LLC | 1.3 |
| The Patterson Capital Corporation | 1.3 |