ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	639	$456.1M
Non-Discretionary	0	$0
Total	639	$456.1M

Clients

Type	Number	RAUM
Individuals	87	$39.3M
HNW Individuals	109	$406.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$10.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-66974
SEC ERA File Number	801-66974
SEC CIK Numbers	1906227
SEC CRD Numbers	130931
Legal Entity Identifier	None

Principal Office

939 HARTZ WAY
SUITE 200
DANVILLE
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic