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LJI WEALTH MANAGEMENT, LLC
CRD 145399 · SEC 801-77820
6569 CARROLLTON AVENUE, INDIANAPOLIS, IN, 46220, United States
Phone
317-466-9702
Fax
317-466-9706
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.20B
Team
13 total employees; 13 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1259 | $352.7M |
| High net worth individuals | 231 | $686.1M |
| Pension/profit sharing plans | 55 | $161.4M |
| State/municipal entities | 28 | $173.5M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MI, NE, NC, OH, PA, SC, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD