Lucia Wealth Services, LLC info
Lucia Wealth Services, LLC (SEC CIK 1730471) first filed with the SEC on 2018-02-13 (Form 13F-HR) and has filed 12 times since, including 12 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 13520 EVENING CREEK DRIVE N, SUITE 300, SAN DIEGO, CA, 92128.
- Name: Value Lucia Wealth Services, LLC.
- SEC CIK: Value 1730471.
- State of organization: Value CA.
- Business address: Value 13520 EVENING CREEK DRIVE N, SUITE 300, SAN DIEGO, CA, 92128.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Lucia Wealth Services, LLC |
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| SEC CIK | 1730471 |
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| State of organization | CA |
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| Business address | 13520 EVENING CREEK DRIVE N, SUITE 300, SAN DIEGO, CA, 92128 |
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| Mailing address | 13520 EVENING CREEK DRIVE N, SUITE 300, SAN DIEGO, CA, 92128 |
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| Phone | 800-644-1150 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-02-13 (Form 13F-HR) |
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| Latest SEC filing | 2020-11-09 (Form 13F-HR) |
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| Filings on EDGAR | 12 |
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| First Form 13F-HR | 2018-02-13 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2020-11-09 (quarter ended 2020-09-30) |
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| Form 13F-HR filings | 12 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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