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Lucia Wealth Services LLC
✚
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|
|---|---|
| CRD # | 152396 |
| SEC # | 801-71073 |
| CIK # | |
| AUM | $1.3 BB (70% Disc, 100% US) |
| Employees | 75 (35% Investors, 51% Brokers) |
| Phone | 800-644-1150 |
| Address | 13520 Evening Creek Drive, N San Diego, CA 92128 |
| Source |
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|
| Total AUM ($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
✚
|
OR | 1.3 |
|
Caprin Asset Management LLC
✚
|
VA | 1.3 |
|
Foster & Motley Inc
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|
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 |