# LJI WEALTH MANAGEMENT, LLC

LJI WEALTH MANAGEMENT, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 145399
- Type: SEC-registered investment adviser
- SEC file number: 801-77820
- Location: 6569 CARROLLTON AVENUE, INDIANAPOLIS, IN, 46220
- Phone: 317-466-9702
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $175.5M
- Clients: 13
- Accounts: 3,574

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| John M Leon | CHIEF COMPLIANCE OFFICER; MEMBER | Costa Mesa, CA |
| John J Leon | CHIEF COMPLIANCE OFFICER; MEMBER; PRESIDENT | Costa Mesa, CA |
| Layton Leon John | PRESIDENT | — |
| Bradley Heath Owens | CHIEF COMPLIANCE OFFICER | — |
| Joshua David John | INVESTMENT ADVISER REPRESENTATIVE | — |
| Daniel Keith Lucas | INVESTMENT ADVISER REPRESENTATIVE | — |
| Jonathan William Russell | INVESTMENT ADVISER REPRESENTATIVE | — |
| JOHN ANN MARIE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| OWENS BRADLEY HEATH | CHIEF COMPLIANCE OFFICER | — |
| JOHN JOSHUA DAVID | INVESTMENT ADVISER REPRESENTATIVE | — |
| LUCAS DANIEL KEITH | INVESTMENT ADVISER REPRESENTATIVE | — |
| RUSSELL JONATHAN WILLIAM | INVESTMENT ADVISER REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145399/similar
- Related entities: https://search.stillhousedata.com/firm/145399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145399

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.