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LJI WEALTH MANAGEMENT, LLC
SEC RegisteredINDIANAPOLIS, INhttps://ljiwm.com317-466-9702
Assets Under Management
$1B–$5B
Employees
13
Office Locations
3 offices
Total Accounts
3574
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,259 | $353M |
| High Net Worth Individuals | 231 | $686M |
| Charitable Organizations | 55 | $161M |
0 total clients reported on Form ADV.
Leadership
Layton Leon John
PRESIDENT
Bradley Heath Owens
CHIEF COMPLIANCE OFFICER
Office locations
3 offices in 1 state
IN
INDIANAPOLISHQ
IN
INDIANAPOLIS
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#145399
SEC Number
801-77820
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Commission / Hourly / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
ljiwm.comPhone
317-466-9702Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LJI WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.