Lji Wealth Management, LLC

Lji Wealth Management, LLC (CRD# 145399) is a financial advisory firm headquartered in Indianapolis, IN. They manage $853,217,516 in 3,356 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
6569 Carrollton Avenue, Indianapolis, IN 46220
https://ljiwm.com/
By the Numbers
  • Total Assets Under Management
    853
    MILLION
  • Total Number of Accounts
    3,356
    ACCOUNTS
  • Average Account Value
    $254,236
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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, KY, LA, MI, MO, NC, OH, PA, SC, TN, TX, VA

Financial Advisors at Lji Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Tanner Coulter, financial advisor Muncie IN
Tanner S. Coulter
CRD#: 6277975
3409 W. Bethel Avenue, Muncie, IN 47304

Tanner Coulter (CRD# 6277975) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Muncie, IN and has over 8 years of experience in the finance industry.

2
Bruce Hubbell, financial advisor Indianapolis IN
Bruce F. Hubbell
CRD#: 4567943
6569 Carrolton Avenue, Indianapolis, IN 46220

Bruce Hubbell (CRD# 4567943) 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
Joshua John, financial advisor Indianapolis IN
Joshua D. John
CRD#: 4408231
902 East 66th St., Ste. C, Indianapolis, IN 46220

Joshua John (CRD# 4408231) 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.

4
Layton John, financial advisor Indianapolis IN
Layton L. John
CRD#: 2510251
6569 Carrollton Avenue, Indianapolis, IN 46220

Layton John (CRD# 2510251) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 29 years of experience in the finance industry.

5
Daniel Lucas, financial advisor Indianapolis IN
Daniel K. Lucas
CRD#: 5019712
6569 Carrollton Avenue, Indianapolis, IN 46220

Daniel Lucas (CRD# 5019712) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

6
Strawn Markle, financial advisor Canonsburg PA
Strawn C. Markle
CRD#: 2630855
Canonsburg, PA

Strawn Markle (CRD# 2630855) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Canonsburg, PA and has over 28 years of experience in the finance industry.

7
James Morrow, financial advisor Indianapolis IN
James A. Morrow
CRD#: 2870182
6569 Carrollton Avenue, Indianapolis, IN 46220

James Morrow (CRD# 2870182) 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.

8
Bradley Owens, financial advisor Indianapolis IN
Bradley H. Owens
CRD#: 2514692
6569 Carrollton Avenue, Indianapolis, IN 46220

Bradley Owens (CRD# 2514692) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 26 years of experience in the finance industry.

9
Scott Riethman, financial advisor Indianapolis IN
Scott M. Riethman
CRD#: 4427144
6569 Carrollton Avenue, Indianapolis, IN 46220

Scott Riethman (CRD# 4427144) 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.

10
Jonathan Russell, financial advisor Indianapolis IN
Jonathan W. Russell
CRD#: 6101846
6569 Carrollton Avenue, Indianapolis, IN 46220

Jonathan Russell (CRD# 6101846) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals