RIA Intel›Advisers›Alabama›LUCIA WEALTH MANAGEMENT, LLC

LUCIA WEALTH MANAGEMENT, LLC

Advisory

AL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$5M

across 6 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

LONGVIEW FINANCIAL ADVISORS, LLC

$30M

FS ASSET MANAGEMENT, LLC

$27M

WRS FINANCIAL SERVICES, L.L.C.

$30M

COCHRANMICKELS RETIREMENT SPECIALISTS, LLC

$30M

ADVISOR FINANCIAL GROUP, INC.

$27M

AURA ASSET MANAGEMENT, INC.

$26M

Get the full picture on LUCIA WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LUCIA WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans