About Lji Wealth Management, LLC
<p>Focused on a planning-first approach, LJI Wealth Management, LLC is a Registered Investment Advisor that works with individuals, high-net-worth clients, and retirement plans, including pension and profit-sharing plans. The firm provides 3(21) fiduciary services and supports sponsors that want an advisor involved in plan oversight without delegating full discretion.</p> <p>Headquartered in Indianapolis, LJI Wealth Management also has additional offices in Indianapolis, serving the greater Indianapolis metro area and working with clients across more than 30 states. As of 2026, the firm reports $1.1B in assets under management.</p> <p>The team cites more than 425 years of combined industry experience. Clients often work with the firm for ongoing financial guidance, regular communication, and an independent advisory relationship that puts planning and follow-through at the center of the engagement.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>3(21) fiduciary plan advisor services (<a href="/plan-advisors">plan advisors</a>)</li> <li>Investment management and financial planning</li> <li>Insurance services for personal and business needs</li> <li>Works with pension and profit-sharing plans</li> </ul>
Website: https://ljiwm.com
Office Locations
- Indianapolis, IN (Headquarters)
- Indianapolis, IN
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.1B