Lucia Wealth Services, LLC

Entity
Company
Business address
13520 Evening Creek Drive N, Suite 300, 92128 San Diego, CA
Phone
800-644-1150
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Viktoria Palermo - Chief Compliance Officer
All SEC filings
View on sec.gov
Lucia Wealth Services, LLC has filed 12 SEC EDGAR filings since 2/13/2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 9, 2020 Sep 30, 2020 028-18394
13F-HR Open Document Open Filing Jul 29, 2020 Jun 30, 2020 028-18394
13F-HR Open Document Open Filing May 8, 2020 Mar 31, 2020 028-18394
13F-HR Open Document Open Filing Jan 22, 2020 Dec 31, 2019 028-18394
13F-HR Open Document Open Filing Oct 9, 2019 Sep 30, 2019 028-18394
13F-HR Open Document Open Filing Jul 23, 2019 Jun 30, 2019 028-18394
13F-HR Open Document Open Filing May 15, 2019 Mar 31, 2019 028-18394
13F-HR Open Document Open Filing Feb 13, 2019 Dec 31, 2018 028-18394
13F-HR Open Document Open Filing Nov 14, 2018 Sep 30, 2018 028-18394
13F-HR Open Document Open Filing Aug 9, 2018 Jun 30, 2018 028-18394
13F-HR Open Document Open Filing May 10, 2018 Mar 31, 2018 028-18394
13F-HR Open Document Open Filing Feb 13, 2018 Dec 31, 2017 028-18394