Lji Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

145399

SEC number

801-77820

Firm type

RIA

Assets under management

$1.4B as of Mar 30, 2026

Website

ljiwm.com ↗

Phone

317-466-9702

Address

6569 Carrollton Avenue, Indianapolis, IN, 46220

Advisors at this firm

13 in our index · page 1 of 1

• Tanner Shaffer CoulterCRD 6277975 · Muncie, IN
  IA RegisteredRegistration inactive
• Luke Nolen DryeCRD 7622119 · Indianapolis, IN
  IA Registered
• Jade Thomas HoltCRD 2510261 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Bruce Frederick HubbellCRD 4567943 · Indianapolis, IN
  IA Registered
• Joshua David JohnCRD 4408231 · Indianapolis, IN
  IA Registered
• Layton Leon JohnCRD 2510251 · Indianapolis, IN
  IA Registered
• Daniel Keith LucasCRD 5019712 · Indianapolis, IN
  IA Registered
• Strawn Christian MarkleCRD 2630855 · Canonsburg, PA
  IA Registered
• Zachary Nicholas MellohCRD 7385161 · Indianapolis, IN
  IA Registered
• James Aaron MorrowCRD 2870182 · Indianapolis, IN
  IA Registered
  Disclosure event(s) on record
• Bradley Heath OwensCRD 2514692 · Indianapolis, IN
  IA Registered
  Disclosure event(s) on record
• Scott Matthew RiethmanCRD 4427144 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Jonathan William RussellCRD 6101846 · Indianapolis, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.