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 #
AUM $1.3 BB (70% Disc, 100% US)
Employees75 (35% Investors, 51% Brokers)
Phone800-644-1150
Address13520 Evening Creek Drive, N
San Diego, CA 92128
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal Instagramexternal
Total AUM ($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 ($BB)
Related Firms State AUM ($BB)
Lucia Wealth Services LLC
CA
1.3
Pinhook Capital LLC
CA
0.5
Comparable Firms State AUM ($BB)
Quest Investment Management LLC
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1.3
Caprin Asset Management LLC
VA
1.3
Foster & Motley Inc
OH
1.3
Tower Bridge Advisors Inc
PA
1.3
Fintrust Capital Advisors LLC
SC
1.3
Equity Services Inc
VT
1.3
Bridgeworth LLC
AL
1.3
Forstmann-Leff Associates LLC
NY
1.3
Rembert Group Inc
VA
1.3
WBI Investments Inc
NJ
1.3