ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Business address
939 Hartz Way, Suite 200, Danville, CA, 94526-3440
Top securities (13F)
DFAC, DFAT, DFUV, DFAX, DFIV, DFAI, DFAS, DFAU, DFAE, DFUS, DISV, DFAR, IWB, DUHP, BSV, DIHP, IWM, DFCF, MDY, and AVUS
State of incorporation
CA
Fiscal year end
31 December
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ANDREWS, LUCIA WEALTH MANAGEMENT LLC has filed 18 SEC EDGAR filings since 04 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-21602
13F-HR Open Document Open Filing 11 Jul 2025 30 Jun 2025 028-21602
N-PX Open Document Open Filing 11 Jul 2025 30 Jun 2025 028-21602
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-21602
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-21602
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-21602
N-PX Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-21602
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-21602
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-21602
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-21602
13F-HR Open Document Open Filing 02 Nov 2023 30 Sep 2023 028-21602
13F-HR Open Document Open Filing 04 Aug 2023 30 Jun 2023 028-21602
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-21602
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-21602
13F-HR Open Document Open Filing 01 Nov 2022 30 Sep 2022 028-21602
13F-HR Open Document Open Filing 28 Jul 2022 30 Jun 2022 028-21602
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-21602
13F-HR Open Document Open Filing 04 Feb 2022 31 Dec 2021 028-21602