LJI WEALTH MANAGEMENT, LLC
CRD #145399 SEC #801-77820 INDIANAPOLIS, IN 317-466-9702
SEC Registered
Total AUM
$1.1B
Discretionary
$890M
Employees
13
Clients
10
Accounts
1,613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.1B | $890M | $181M | 13 | 0 |
| Apr 2025 | $1.1B | $890M | $181M | 13 | 0 |
| Apr 2025 | $1.1B | $890M | $181M | 13 | 0 |
| Feb 2025 | $1.1B | $890M | $181M | 13 | 0 |
| Feb 2025 | $853.2M | $644.1M | $209.1M | 15 | 0 |
| Mar 2024 | $853.2M | $644.1M | $209.1M | 15 | 0 |
| Jan 2024 | $647.2M | $459.8M | $187.4M | 15 | 0 |
| Dec 2023 | $647.2M | $459.8M | $187.4M | 15 | 0 |
| Mar 2023 | $647.2M | $459.8M | $187.4M | 15 | 0 |
| Mar 2022 | $553.7M | $553.7M | $0 | 11 | 0 |
| Mar 2021 | $431.2M | $431.2M | $0 | 9 | 0 |
| Jun 2020 | $310.8M | $310.8M | $0 | 8 | 0 |
| Jun 2020 | $310.8M | $310.8M | $0 | 8 | 0 |
| Jun 2020 | $310.8M | $310.8M | $0 | 8 | 0 |
| Mar 2020 | $310.8M | $310.8M | $0 | 8 | 0 |
| Dec 2019 | $244M | $241.2M | $2.8M | 8 | 0 |
| Feb 2019 | $244M | $241.2M | $2.8M | 8 | 0 |
| Jun 2018 | $213.8M | $210.6M | $3.2M | 9 | 0 |
| Mar 2018 | $213.8M | $210.6M | $3.2M | 9 | 0 |
| Sep 2017 | $170M | $167.4M | $2.6M | 7 | 400 |
| Feb 2017 | $170M | $167.4M | $2.6M | 7 | 400 |
| Oct 2016 | $141.3M | $139.2M | $2.1M | 8 | 600 |
| Feb 2016 | $141.3M | $139.2M | $2.1M | 8 | 600 |
| Jul 2015 | $125.3M | $123.1M | $2.2M | 7 | 500 |
| Feb 2015 | $125.3M | $123.1M | $2.2M | 7 | 500 |
| Nov 2014 | $107.1M | $103.9M | $3.2M | 5 | 200 |
| Aug 2014 | $107.1M | $103.9M | $3.2M | 5 | 200 |
| Mar 2014 | $107.1M | $103.9M | $3.2M | 5 | 200 |
| Feb 2014 | $107.1M | $103.9M | $3.2M | 5 | 200 |
| Mar 2013 | $104M | $102M | $2M | 8 | 200 |
| Feb 2012 | $62.5M | $55.7M | $6.8M | 1 | 221 |
| Mar 2011 | $60.2M | $34.1M | $26.1M | 5 | -- |
| Mar 2010 | $52M | $35M | $17M | 5 | -- |
| Mar 2009 | $38M | $26M | $12M | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$1.1B
Discretionary$890M
Non-Disc.$181M
Employees13
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$890M
Non-Disc.$181M
Employees13
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$890M
Non-Disc.$181M
Employees13
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$890M
Non-Disc.$181M
Employees13
Clients0
DateFeb 2025
Total AUM$853.2M
Discretionary$644.1M
Non-Disc.$209.1M
Employees15
Clients0
DateMar 2024
Total AUM$853.2M
Discretionary$644.1M
Non-Disc.$209.1M
Employees15
Clients0
DateJan 2024
Total AUM$647.2M
Discretionary$459.8M
Non-Disc.$187.4M
Employees15
Clients0
DateDec 2023
Total AUM$647.2M
Discretionary$459.8M
Non-Disc.$187.4M
Employees15
Clients0
DateMar 2023
Total AUM$647.2M
Discretionary$459.8M
Non-Disc.$187.4M
Employees15
Clients0
DateMar 2022
Total AUM$553.7M
Discretionary$553.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$431.2M
Discretionary$431.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees8
Clients0
DateDec 2019
Total AUM$244M
Discretionary$241.2M
Non-Disc.$2.8M
Employees8
Clients0
DateFeb 2019
Total AUM$244M
Discretionary$241.2M
Non-Disc.$2.8M
Employees8
Clients0
DateJun 2018
Total AUM$213.8M
Discretionary$210.6M
Non-Disc.$3.2M
Employees9
Clients0
DateMar 2018
Total AUM$213.8M
Discretionary$210.6M
Non-Disc.$3.2M
Employees9
Clients0
DateSep 2017
Total AUM$170M
Discretionary$167.4M
Non-Disc.$2.6M
Employees7
Clients400
DateFeb 2017
Total AUM$170M
Discretionary$167.4M
Non-Disc.$2.6M
Employees7
Clients400
DateOct 2016
Total AUM$141.3M
Discretionary$139.2M
Non-Disc.$2.1M
Employees8
Clients600
DateFeb 2016
Total AUM$141.3M
Discretionary$139.2M
Non-Disc.$2.1M
Employees8
Clients600
DateJul 2015
Total AUM$125.3M
Discretionary$123.1M
Non-Disc.$2.2M
Employees7
Clients500
DateFeb 2015
Total AUM$125.3M
Discretionary$123.1M
Non-Disc.$2.2M
Employees7
Clients500
DateNov 2014
Total AUM$107.1M
Discretionary$103.9M
Non-Disc.$3.2M
Employees5
Clients200
DateAug 2014
Total AUM$107.1M
Discretionary$103.9M
Non-Disc.$3.2M
Employees5
Clients200
DateMar 2014
Total AUM$107.1M
Discretionary$103.9M
Non-Disc.$3.2M
Employees5
Clients200
DateFeb 2014
Total AUM$107.1M
Discretionary$103.9M
Non-Disc.$3.2M
Employees5
Clients200
DateMar 2013
Total AUM$104M
Discretionary$102M
Non-Disc.$2M
Employees8
Clients200
DateFeb 2012
Total AUM$62.5M
Discretionary$55.7M
Non-Disc.$6.8M
Employees1
Clients221
DateMar 2011
Total AUM$60.2M
Discretionary$34.1M
Non-Disc.$26.1M
Employees5
Clients--
DateMar 2010
Total AUM$52M
Discretionary$35M
Non-Disc.$17M
Employees5
Clients--
DateMar 2009
Total AUM$38M
Discretionary$26M
Non-Disc.$12M
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--