LJI WEALTH MANAGEMENT, LLC
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
FINTRXOverview
LJI Wealth Management, LLC is an independent registered investment adviser formed in 2013 and owned by an individual principal. The firm advises both individual and family clients as well as institutional and business clients, providing financial planning and 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. The firm uses a hybrid fee model that includes percentage-of-AUM billing alongside hourly and fixed fees, and it also accepts commissions for certain products. Publicly reported disclosures indicate LJI does not position itself as an ESG-focused manager. It works with outside managers for certain strategies rather than acting as a centralized capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
2 of 2JONATHAN RUSSELL
Chief Operating OfficerCRD 6101846
BRADLEY OWENS
Chief Compliance OfficerCRD 2514692
Contacts
3 of 11ZACHARY MELLOH
Wealth ManagerCRD 7385161
JAMES MORROW
Wealth ManagerCRD 2870182
TANNER COULTER
Financial Advisor and Registered RepresentativeCRD 6277975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$542M in ETFs
96%
$523M
3%
$19.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $174M | 1,221,359 | 32.09% |
Location
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 6569 Carrollton Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WALLINGTON ASSET MANAGEMENT
RIAINDIANAPOLIS, IN
INVST, LLC
RIAINDIANAPOLIS, IN
DEERFIELD
RIAINDIANAPOLIS, IN
FI3 FINANCIAL ADVISORS, LLC
RIAINDIANAPOLIS, IN
CENTERFIELD CAPITAL PARTNERS
RIAINDIANAPOLIS, IN
AXIA ADVISORY
RIAINDIANAPOLIS, IN