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| Happy Holidays!! thanks for using AUM13F!! |
| LJI Wealth Management LLC
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| CRD # | 145399 |
| SEC # | 801-77820 |
| CIK # | 0001988563 |
| AUM | $1.1 B (2025-05-01) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 317-466-9702 |
| Address | 6569 Carrollton Avenue Indianapolis, IN 46220 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001988563 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.9 | ||
| J P Morgan Chase & Co | 7.9 | ||
| Lilly Eli & Co | 6.1 | ||
| Palantir Technologies Inc | 5.4 | ||
| Nvidia Corp | 5.2 | ||
| Microsoft Corp | 4.5 | ||
| Facebook Inc | 3.5 | ||
| Amazon Com Inc | 3.0 | ||
| Bank of America Corp /DE/ | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,378 | 352.7 |
| (b) Individuals (high net worth individuals) | 147 | 424.4 |
| (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 | 88 | 293.9 |
| (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 | 1,613 | 1,071.0 |
| By Discretionary | ||
| Discretionary | 1,577 | 890.0 |
| Non-Discretionary | 36 | 181.0 |
| Total | 1,613 | 1,071.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,070.7 | |
| Total | 1,613 | 1,071.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001988563] |
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CA | 1.1 |
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Waypoint Wealth Partners Inc
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Stephens Consulting LLC
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KERA Capital Partners Inc
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CA | 1.1 |
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OR | 1.1 |
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Fielder Capital Group LLC
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TN | 1.1 |