LJI WEALTH MANAGEMENT, LLC

CRD 145399File 801-77820

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.37B

Above cohort median (national)

Discretionary AUM

$1.20B

Non-discretionary $175.5M

Clients

1,573

3,574 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.