LJI Wealth Management, LLC
SEC RegisteredWealth Solutions
About the firm
At LJI Wealth Management we take great pride in our independence, our planning-first approach, and the experience of our team. We strive to provide excellent service, consistent communication, and the ongoing financial guidance you need to reach your financial and life goals. We have over 425 years of combined experience in the industry, with clients in over 30 states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (personal and business), financial planning through a proprietary solution called WealthPath, insurance (life, disability, long-term care, business), and mortgages.
Who they serve
Clients in over 30 states seeking to meet their financial and life goals, including individuals and businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,259 | $353M |
| High Net Worth Individuals | 231 | $686M |
| Charitable Organizations | 55 | $161M |
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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