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Lucia Wealth Services LLC

Legal Name: LUCIA WEALTH SERVICES, LLC

13520 EVENING CREEK DRIVE, N., SUITE 300, SAN DIEGO, CA

Full Contact Details

Lucia Wealth Services LLC

13520 EVENING CREEK DRIVE, N., SUITE 300, SAN DIEGO, CA

800-644-1150

858-519-8931


Other Info

Lucia Wealth Services LLC is legally known as LUCIA WEALTH SERVICES, LLC. It is a CA Limited Liability Company. This firm has 75 employees, of which 26 are employees in advisory roles. It serves 88 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 8, 2010.

Financial Planning, Retirement, and Investing » Lucia Capital Group
Financial Planning, Retirement, and Investing » Lucia Capital Group

Your future. Managed. Lucia Capital Group is a San Diego based advisory firm, focused on financial planning, retirement, asset management, and wealth management. Meet with one of our financial advisors today!


Financial Planning, Retirement, and Investing » Lucia Capital Group
Financial Planning, Retirement, and Investing » Lucia Capital Group

Your future. Managed. Lucia Capital Group is a San Diego based advisory firm, focused on financial planning, retirement, asset management, and wealth management. Meet with one of our financial advisors today!


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ClickGoals » Lucia Capital Group
ClickGoals » Lucia Capital Group

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Direct Owners

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 23, 2019

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