Andrews, Lucia Wealth Management LLC
Andrews, Lucia Wealth Management LLC is an SEC Registered Investment Advisor founded in 2004 and headquartered in Danville, California, also with offices in San Mateo, CA. The firm serves a national clientele of high-net-worth individuals, families, closely held businesses, trusts, and pension plans, providing comprehensive wealth management, investment planning, advanced estate and tax planning, education and behavioral coaching, and related services. The firm employs approximately 2 professionals and is legally held to a fiduciary standard of care, using a fee-only model to serve its clients.
Investment Strategy
The firm applies a disciplined and academically grounded investment approach, championing transparency and clarity in client relationships. Its philosophy is based on academic evidence as the foundation for building and sustaining wealth. ALWM develops personalized, prudent investment plans for each client, incorporates advanced estate and tax planning strategies, and prioritizes open communication and trust. The firm avoids commissions, instead charging fees based on assets under management, aligning its interests with those of its clients.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 43.11% | $71.6M | 1,855,317 | $28.77 | $38.57 | +$4.9M |
D DFAT | DIMENSIONAL ETF TRUST | 8.54% | $14.2M | 243,616 | $47.57 | $58.21 | +$493.9K |
D DFUV | DIMENSIONAL ETF TRUST | 8.17% | $13.6M | 303,328 | $30.15 | $44.69 | +$443.6K |
D DFAX | DIMENSIONAL ETF TRUST | 6.75% | $11.2M | 357,145 | $26.09 | $31.38 | +$626.0K |
D DFIV | DIMENSIONAL ETF TRUST | 5.90% | $9.8M | 212,490 | $33.16 | $46.12 | +$658.5K |