LJI WEALTH MANAGEMENT, LLC

6569 Carrollton Avenue
Indianapolis, Indiana 46220
Tel: 317-466-9702

About LJI WEALTH MANAGEMENT, LLC

LJI WEALTH MANAGEMENT, LLC, formally registered with the SEC as LJI WEALTH MANAGEMENT, LLC. The firm was established in 04/04/2013. They have over 3 offices throughout the country.

LJI WEALTH MANAGEMENT, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $1,071,025,683 assets under management, offering retirement planning & investment advisory services to 1613 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145399
SEC#	801-77820
Assets Managed by Firm	$1,071,025,683
No. of Clients	1613
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1613	$1,071,025,683
Individuals (other than high net worth individuals)	1378	$352,722,693
High net worth individuals	147	$424,423,980
Pension and profit sharing plans	88	$293,879,010

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