LJI WEALTH MANAGEMENT, LLC

INDIANAPOLIS, Indiana·5 registered advisors·CRD# 145399

SEC# 801-778202317-466-9702

01

Firm Overview

AUM

$853M

Regulatory assets under management

Employees

15

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LJI WEALTH MANAGEMENT, LLC

5 registered advisors

Bradley Heath Owens

INDIANAPOLIS, Indiana

Daniel Keith Lucas

INDIANAPOLIS, Indiana

Jonathan William Russell

INDIANAPOLIS, Indiana

Joshua David John

INDIANAPOLIS, Indiana

Layton Leon John

INDIANAPOLIS, Indiana

05

Office Locations

INDIANAPOLIS, Indiana

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Data sourced from SEC Form ADV filings. LJI WEALTH MANAGEMENT, LLC (CRD# 145399) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.