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| LJI Wealth Management LLC
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| |
|---|---|
| CRD # | 145399 |
| SEC # | 801-77820 |
| CIK # | 0001988563 |
| AUM | $853.2 MM (2024-03-25) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 317-466-9702 |
| Address | 6569 Carrollton Avenue Indianapolis, IN 46220 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.5 | |
| LLY | 301,789.7 | 6.1 | |
| JPM | 340,169.2 | 5.6 | |
| MSFT | 1,918,222.4 | 4.0 | |
| NVDA | 399,550.0 | 3.8 | |
| AMZN | 1,092,997.8 | 2.3 | |
| META | 434,852.0 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001988563] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Andbanc Advisory LLC
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|
FL | 0.9 |
|
Morris & Wells Wealth Management
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|
VA | 0.9 |
|
Brightside Advisory Partners LLC
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|
MD | 0.9 |
|
Arthur M Cohen & Associates LLC
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IL | 0.9 |
|
180 Wealth Advisors LLC
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WA | 0.9 |
|
Olympus Wealth Management LLC
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|
UT | 0.9 |
|
Oppenheimer Investment Management LLC
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|
NY | 0.9 |
|
Summit Asset Management LLC
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|
TN | 0.9 |
|
Fusion Investment Advisors LLC
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|
TX | 0.8 |
|
Blueprint Investment Partners LLC
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|
NC | 0.8 |