INDIANAPOLIS, INCRD 145399Latest ADV March 30, 2026
Lji Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 13 employees, 2 offices, and 3,574 accounts.
Assets Under Management
$1.4B
Employees
13
Offices
2 offices
Total Clients
1,573
Primary office
INDIANAPOLIS, IN
6569 CARROLLTON AVENUE, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
1,259
2
HNWI
14.7%
231
3
Pension Plans
3.5%
55
4
Government
1.8%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary87.2%
$1.2B
87% of total RAUM87.2%
Non-discretionary12.8%
$176M
13% of total RAUM12.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts3,574
10Y AUM Change+$1.2B (+708.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee121:1
10Y Employee Change+6 (+85.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.