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⚲
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| LJI Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 145399 |
| SEC # | 801-77820 |
| CIK # | |
| AUM | $647.2 MM (2023-03-19) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 317-466-9702 |
| Address | 6569 Carrollton Avenue Indianapolis, IN 46220 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,155 | 148.1 |
| (b) Individuals (high net worth individuals) | 125 | 311.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 187.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,919 | 647.2 |
| By Discretionary | ||
| Discretionary | 2,847 | 459.8 |
| Non-Discretionary | 72 | 187.4 |
| Total | 2,919 | 647.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 646.9 | |
| Total | 2,919 | 647.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 0.7 |
|
Old Port Advisors Inc
✚
|
ME | 0.7 |
|
Addison Capital Inc
✚
|
PA | 0.7 |
|
Commerce Brokerage Services Inc
✚
|
MO | 0.7 |
|
Ambassador Advisors LLC
✚
|
PA | 0.6 |
|
JFG Wealth Management LLC
✚
|
CO | 0.6 |
|
Platform Technology Partners LLC
✚
|
NY | 0.6 |
|
Weaver Consulting Group LLC
✚
|
CA | 0.6 |
|
Waterfront Wealth Inc
✚
|
KS | 0.6 |
|
Next Level Private LLC
✚
|
NY | 0.6 |