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, individual-owned RIA organized as an LLC and registered with the SEC in 2013. The firm serves both individual and family clients as well as institutional relationships, combining financial planning with portfolio management across client types. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed fees, and it also receives commissions through insurance and other financial product sales. Advisory services explicitly include financial planning and portfolio management for individuals, small businesses, and larger institutional or business clients. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Jonathan Russell
Chief Operating OfficerCRD 6101846
Bradley Owens
Chief Compliance OfficerCRD 2514692
Contacts
3 of 11
Joshua John
Senior Loan OfficerCRD 4408231
Scott Riethman
Director of Retirement ServicesCRD 4427144
Tanner Coulter
Financial Advisor and Registered RepresentativeCRD 6277975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 251Active vs passive
$1.2B in ETFs
97%
$1.2B
3%
$40.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $194M | 1,183,884 | 15.94% |
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
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