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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725547-24-002146
Filing Date
2024-05-14
Accepted
2024-05-14 14:32:18
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2240
2 Form13fInfoTable.html INFORMATION TABLE  
2 Form13fInfoTable.xml INFORMATION TABLE 12162
  Complete submission text file 0001725547-24-002146.txt   15645
Mailing Address 939 HARTZ WAY SUITE 200 DANVILLE CA 94526-3440
Business Address 939 HARTZ WAY SUITE 200 DANVILLE CA 94526-3440 925-837-8355
ANDREWS, LUCIA WEALTH MANAGEMENT LLC (Filer) CIK: 0001906227 (see all company filings)

IRS No.: 200717816 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21602 | Film No.: 24943471