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LJI WEALTH MANAGEMENT, LLC
CRD 145399File 801-77820
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $175.5M
Clients
1,573
3,574 accounts
Employees
13
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 4, 2013
- Principal office
- 6569 CARROLLTON AVENUE, INDIANAPOLIS, IN, 46220
- Phone
- 317-466-9702
- Website
- https://ljiwm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $175.5M
- Discretionary accounts
- 3,546
- Non-discretionary accounts
- 28
- Total accounts
- 3,574
- AUM per client
- $873K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 231 | $686.1M |
| Pension and profit sharing plans | 55 | $161.4M |
| State or municipal government entities | 28 | $173.5M |
| Individuals (other than high net worth individuals) | 1,259 | $352.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,613 | 1,573 | decreased by40 |
| Apr 1, 2026 | AUM | $1,071,025,683 | $1,373,719,423 | increased by$302,693,740 |
| Apr 1, 2026 | Accounts | 1,613 | 3,574 | increased by1,961 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,166 | 1,613 | increased by447 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $553,716,122 | $1,071,025,683 | increased by$517,309,561 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,574 | 1,613 | decreased by961 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 1,114 | 1,166 | increased by52 |
| Apr 1, 2022 | AUM | $431,233,566 | $553,716,122 | increased by$122,482,556 |
| Apr 1, 2022 | Accounts | 2,181 | 2,574 | increased by393 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LJI WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LJI WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.