{
  "crd_number": 145399,
  "slug": "lji-wealth-management-llc-indianapolis-in-145399",
  "primary_business_name": "LJI WEALTH MANAGEMENT, LLC",
  "legal_name": "LJI WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-04-04",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 1373719423.0,
  "raum_discretionary": 1198199581.0,
  "raum_non_discretionary": 175519842.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 352722693.0,
      "count": 1259
    },
    "state_municipal": {
      "raum": 173519840.0,
      "count": 28
    },
    "pension_profit_sharing": {
      "raum": 161414465.0,
      "count": 55
    },
    "high_net_worth_individuals": {
      "raum": 686062425.0,
      "count": 231
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MI",
    "MO",
    "NC",
    "NE",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/LJI-Wealth-Management-159161050762555",
    "https://linkedin.com/company/lji-wealth-management",
    "https://ljiwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145399",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399",
  "display_name": "LJI Wealth Management, LLC",
  "summary": "LJI Wealth Management, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. LJI Wealth Management, LLC (CRD 145399): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is LJI Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LJI Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "Where is LJI Wealth Management, LLC located?",
      "a": "LJI Wealth Management, LLC's principal office is in Indianapolis, IN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is LJI Wealth Management, LLC registered with the SEC or a state?",
      "a": "LJI Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 145399."
    },
    {
      "q": "How much does LJI Wealth Management, LLC manage?",
      "a": "LJI Wealth Management, LLC reports $1,373,719,423 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (87% discretionary)."
    },
    {
      "q": "How have LJI Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for LJI Wealth Management, LLC: Regulatory assets under management: $431,233,566 in the October 2021 data and $1,373,719,423 in the October 2026 data, up 219%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does LJI Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,259); high net worth individuals (231); pension and profit sharing plans (but not the plan participants or government pension plans) (55)."
    },
    {
      "q": "Which custodians does LJI Wealth Management, LLC use?",
      "a": "LJI Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and Nationwide Trust Company FSB as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does LJI Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145399"
    },
    {
      "q": "Does LJI Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"LJIWM does not impose minimum account requirements.\""
    },
    {
      "q": "What changed in LJI Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in AL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 431233566.0,
      "total_employees": 9,
      "filing_date": "2021-03-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 553716122.0,
      "total_employees": 11,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 647249390.0,
      "total_employees": 15,
      "filing_date": "2023-03-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 853217516.0,
      "total_employees": 15,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1071025683.0,
      "total_employees": 13,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1373719423.0,
      "total_employees": 13,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in AL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,071,025,683 to $1,373,719,423 (+28%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in AZ, NE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "LJIWM does not impose minimum account requirements."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "LJIWM does not impose minimum account requirements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Nationwide Trust Company FSB",
      "name_as_filed": "NATIONWIDE TRUST COMPANY FSB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1259,
      "fewer_than_5": false,
      "raum": 352722693.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 231,
      "fewer_than_5": false,
      "raum": 686062425.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 161414465.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 173519840.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145399",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}