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, SEC-registered advisory firm organized as an LLC and operating under individual ownership. The firm serves both individual & family and institutional clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses and larger business/institutional accounts. LJI also operates as an insurance broker and sells other financial products, and its client billing includes percentage-of-AUM, hourly and fixed fees as well as commission-based charges. The firm does not present itself as an ESG-focused manager.
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
Zachary 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 126Active vs passive
$610M in ETFs
97%
$590M
3%
$20.1M
| 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 | 31.87% |
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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