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LJI WEALTH MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#145399
SEC#801-77820
Assets Managed by Firm$1,071,025,683
No. of Clients1613
No. of Advisors13

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 ClientsAUM
Firm Total1613$1,071,025,683
Individuals (other than high net worth individuals)1378$352,722,693
High net worth individuals147$424,423,980
Pension and profit sharing plans88$293,879,010

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