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 11 - 12 of 12 top financial advisors.
11
Luke Drye, financial advisor Indianapolis IN
Luke N. Drye
CRD#: 7622119
6569 Carrollton Avenue, Indianapolis, IN 46220

Luke Drye (CRD# 7622119) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

12
Zachary Melloh, financial advisor Indianapolis IN
Zachary N. Melloh
CRD#: 7385161
6569 Carrollton Avenue, Indianapolis, IN 46220

Zachary Melloh (CRD# 7385161) is an Investment Advisor Representative working at Lji Wealth Management, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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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.

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