# LJI Wealth Management, LLC

> 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.

- CRD: 145399
- Filed as: LJI WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145399
- AdvisorCensus page: https://advisorcensus.com/firm/lji-wealth-management-llc-indianapolis-in-145399

## Quick answers

**How is LJI Wealth Management, LLC compensated?**
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.

**Where is LJI Wealth Management, LLC located?**
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).

**Is LJI Wealth Management, LLC registered with the SEC or a state?**
LJI Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 145399.

**How much does LJI Wealth Management, LLC manage?**
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).

**How have LJI Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does LJI Wealth Management, LLC serve?**
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).

**Which custodians does LJI Wealth Management, LLC use?**
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.

**Does LJI Wealth Management, LLC report any disciplinary disclosures?**
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

**Does LJI Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "LJIWM does not impose minimum account requirements."

**What changed in LJI Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in AL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> LJIWM does not impose minimum account requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC
- Nationwide Trust Company FSB

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,373,719,423
- Discretionary: $1,198,199,581
- Non-discretionary: $175,519,842

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,259 | $352,722,693 |
| High net worth individuals | 231 | $686,062,425 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 55 | $161,414,465 |
| State or municipal government entities (including government pension plans) | 28 | $173,519,840 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2013 (13 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, NC, NE, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Indianapolis, IN

### Websites listed on Form ADV (Item 1.I)
- ljiwm.com
- Facebook @LJI-Wealth-Management-159161050762555
- LinkedIn @lji-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $431,233,566 | 9 | March 13, 2021 |
| October 2022 | $553,716,122 | 11 | March 17, 2022 |
| October 2023 | $647,249,390 | 15 | March 19, 2023 |
| October 2024 | $853,217,516 | 15 | March 25, 2024 |
| October 2025 | $1,071,025,683 | 13 | May 1, 2025 |
| October 2026 | $1,373,719,423 | 13 | August 27, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in AL.

### April 2026
- Regulatory assets under management went from $1,071,025,683 to $1,373,719,423 (+28%).

### February 2026
- Registered or notice-filed in AZ, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LJI Wealth Management, LLC (CRD 145399): Form ADV filing data as of October 2026.