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| LJI Wealth Management LLC
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|---|---|
| CRD # | 145399 |
| SEC # | 801-77820 |
| CIK # | 0001988563 |
| AUM | 1,373.7 M (2026-03-30) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 317-466-9702 |
| Address | 6569 Carrollton Avenue Indianapolis, IN 46220 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 15.2 | |
| J P Morgan Chase & Co | 7.5 | |
| Lilly Eli & Co | 6.1 | |
| Nvidia Corp | 5.6 | |
| Palantir Technologies Inc | 5.5 | |
| Microsoft Corp | 3.3 | |
| Amazon Com Inc | 3.1 | |
| Facebook Inc | 2.7 | |
| Bank of America Corp /DE/ | 2.5 | |
| Bristol Myers Squibb Co | 2.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,259 | 352.7 |
| (b) Individuals (high net worth individuals) | 231 | 686.1 |
| (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 | 55 | 161.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 28 | 173.5 |
| (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 | 3,574 | 1,373.7 |
| By Discretionary | ||
| Discretionary | 3,546 | 1,198.2 |
| Non-Discretionary | 28 | 175.5 |
| Total | 3,574 | 1,373.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,373.7 | |
| Total | 3,574 | 1,373.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001988563] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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