| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Heath Owens Control | Chief Compliance Officer | 5-10% | 2012 |
| Daniel Keith Lucas | Investment Adviser Representative | 5-10% | 2016 |
| Jonathan William Russell | Investment Adviser Representative | 10-25% | 2016 |
Lji Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Lji Wealth Management, LLC reports 13 employees.
Lji Wealth Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2013.
Lji Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6569 Carrollton Avenue, Indianapolis, IN 46220 |
| Phone | 317-466-9702 |
| Fax | 317-466-9706 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $890M |
| Non-discretionary | $181M |
| Total (RAUM) | $1.07B |