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 17 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 23 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 7 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 5 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 17 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 19 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 16 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.