Lucia Wealth Services LLC

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Assets, Funds, Holdings

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Lucia Wealth Services LLC
CRD #152396
SEC #801-71073
CIK #0001730471
AUM$1.3 BB
Employees75
Phone800-644-1150
Address13520 Evening Creek Drive, N Suite 300
San Diego, CA 92128
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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