Wealth Manager
    SEC Registered
    Manages Private Funds

    Lji Wealth Management, LLC

    Registered investment advisor · Indianapolis, Indiana · CRD #145399

    Assets Under Management
    $1.4B
    Client Accounts
    3,574
    Employees
    13
    CRD Number
    145399
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lji Wealth Management, LLC

    LJI Wealth Management is a US-based investment advisory firm based in Indianapolis, Indiana, offering personalized investment advice to clients. It has over 380 years of combined industry experience.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lji Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Lji Wealth Management, LLC's AUM?

    Lji Wealth Management, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lji Wealth Management, LLC headquartered?

    Lji Wealth Management, LLC is headquartered in Indianapolis, Indiana.

    What is Lji Wealth Management, LLC's CRD number?

    Lji Wealth Management, LLC's CRD number is 145399. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lji Wealth Management, LLC manage?

    Lji Wealth Management, LLC manages approximately 3,574 client accounts according to its latest SEC filing.

    Is Lji Wealth Management, LLC SEC registered?

    Yes, Lji Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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