Lji Wealth Management, LLC
● SEC registered since 2013CRD 145399SEC# 801-77820Indianapolis, IN
Reg. AUM
$1.37B
Employees
13
Accounts
3,574
Location
Indianapolis, IN
Lji Wealth Management, LLC assets under management
Lji Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 2013. It reports $1.4 billion in regulatory assets under management and employs 13 people.
Lji Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Heath Owens Control | Chief Compliance Officer | 5-10% | 2012 |
| Daniel Keith Lucas | Investment Adviser Representative | 5-10% | 2016 |
| Jonathan William Russell | Investment Adviser Representative | 10-25% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Lji Wealth Management, LLC manage?
Lji Wealth Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Lji Wealth Management, LLC have?
Lji Wealth Management, LLC reports 13 employees.
Where is Lji Wealth Management, LLC located?
Lji Wealth Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2013.
Does Lji Wealth Management, LLC disclose fund performance?
Lji Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6569 Carrollton Avenue, Indianapolis, IN 46220 |
| Phone | 317-466-9702 |
| Fax | 317-466-9706 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.37B▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $1.2BNon-discretionary $175.5M