Lji Wealth Management, LLC

Lji Wealth Management, LLC (CRD# 145399) is a financial advisory firm headquartered in Indianapolis, IN. They manage $141,279,970 in 1,240 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $113,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN

Financial Advisors at Lji Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Bruce F. Hubbell
CRD#: 4567943
6569 Carrolton Avenue, Indianapolis, IN 46220
93
Wealthminder
score

Bruce Hubbell (CRD# 4567943) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

2
Layton L. John
CRD#: 2510251
6569 Carrollton Avenue, Indianapolis, IN 46220
93
Wealthminder
score

Layton John (CRD# 2510251) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 22 years of experience in the finance industry.

3
Daniel K. Lucas
CRD#: 5019712
6569 Carrollton Avenue, Indianapolis, IN 46220
93
Wealthminder
score

Daniel Lucas (CRD# 5019712) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Jonathan W. Russell
CRD#: 6101846
6569 Carrollton Avenue, Indianapolis, IN 46220
90
Wealthminder
score

Jonathan Russell (CRD# 6101846) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.

5
James A. Morrow
CRD#: 2870182
6569 Carrollton Avenue, Indianapolis, IN 46220
83
Wealthminder
score

James Morrow (CRD# 2870182) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

6
Bradley H. Owens
CRD#: 2514692
6569 Carrollton Avenue, Indianapolis, IN 46220
83
Wealthminder
score

Bradley Owens (CRD# 2514692) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.

7
Joshua D. John
CRD#: 4408231
902 East 66th St., Ste. C, Indianapolis, IN 46220
73
Wealthminder
score

Joshua John (CRD# 4408231) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

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