LJI Wealth Management, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.2B

87% of AUM

Avg account

$384K

Accounts

3,574

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 145399
Registered since: April 4, 2013
Website: ljiwm.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, NATIONWIDE TRUST COMPANY FSB
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI49.94%
Individuals25.68%
State / Municipal Government12.63%
Pension & Profit Sharing Plans11.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LJI Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2013. The firm is owned by an individual and serves a mix of individual and family clients as well as institutional and business clients. Its advisory services center on financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions. In addition to advisory work, LJI operates as an insurance broker and sells other financial products, and its fee model includes percentage-of-AUM charges alongside hourly, fixed-fee work and commission-based products. The firm does not present itself as an active ESG investor. It is not structured as a capital allocator or pension consultant; instead, its model blends traditional wealth‑management services with insurance-product distribution and third‑party investment selection.