Lji Wealth Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.2B
- Clients
- 1,573
- Avg AUM / client
- $873K
- Accounts
- 3,574
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,259 | $353M | 25.7% |
| High net worth individuals | 231 | $686M | 49.9% |
| Pension and profit sharing plans | 55 | $161M | 11.8% |
| State or municipal government entities | 28 | $174M | 12.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Margaret Mary Health Retirement Plan Margaret Mary Community Hospital | 2024 | |
| Margaret Mary Health Savings Plan Margaret Mary Community Hospital | 2024 | |
| Alacrity Solutions Group, Llc 401(k) Plan Alacrity Solutions Group, Llc | 2024 | |
| Lockhart Automotive Group 401(k) Profit Sharing Plan Lockhart Automotive Group, Inc. | 2024 | |
| Buchanan Group, Inc. 401(k) Retirement Plan Buchanan Group, Inc. | 2024 | |
| Repucare 401(k) Profit Sharing Plan And Trust Repucare, Inc. | 2024 | |
| Cornerstone 401(k) Retirement Plan Cornerstone Industries Corp. | 2024 | |
| Birge & Held Asset Management, Llc 401(k) Plan Birge & Held Asset Management, Llc | 2024 | |
| Heritage Pointe Communities 403(b) Plan United Methodist Memorial Home | 2024 | |
| Fortis Health Retirement Plan Ehh Holdco, Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Layton Leon John | President | Oct 2008 (18y) | 50% – 75% | |
| Joshua David John | Investment Adviser Representative | Dec 2011 (15y) | 5% – 10% | |
| Bradley Heath Owens | Chief Compliance Officer | CFP | Feb 2012 (15y) | 5% – 10% |
| Jonathan William Russell | Investment Adviser Representative | Sep 2012 (14y) | 10% – 25% | |
| Daniel Keith Lucas | Investment Adviser Representative | Aug 2014 (12y) | 5% – 10% | |
| James Aaron Morrow | Registered representative | Mar 2010 (16y) | ||
| Bruce Frederick Hubbell | Registered representative | Feb 2015 (11y) | ||
| Strawn Christian Markle | Registered representative | Sep 2017 (9y) | ||
| Scott Matthew Riethman | Registered representative | Jun 2020 (6y) | ||
| Tanner Shaffer Coulter | Registered representative | Aug 2020 (6y) | ||
| Luke Nolen Drye | Registered representative | Aug 2022 (4y) | ||
| Zachary Nicholas Melloh | Registered representative | May 2023 (3y) | ||
| Jade Thomas Holt | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Margaret Mary Health Retirement Plan | Margaret Mary Community Hospital | 653 | $17.0M | 01/01/2024 |
| Margaret Mary Health Savings Plan | Margaret Mary Community Hospital | 797 | $42.3M | 01/01/2024 |
| Alacrity Solutions Group, Llc 401(k) Plan | Alacrity Solutions Group, Llc | 1,773 | $38.4M | 01/01/2024 |
| Lockhart Automotive Group 401(k) Profit Sharing Plan | Lockhart Automotive Group, Inc. | 177 | $6.7M | 01/01/2024 |
| Buchanan Group, Inc. 401(k) Retirement Plan | Buchanan Group, Inc. | 364 | $21.6M | 01/01/2024 |
| Repucare 401(k) Profit Sharing Plan And Trust | Repucare, Inc. | 140 | $1.3M | 01/01/2024 |
| Cornerstone 401(k) Retirement Plan | Cornerstone Industries Corp. | 74 | — | 01/01/2024 |
| Birge & Held Asset Management, Llc 401(k) Plan | Birge & Held Asset Management, Llc | 518 | $8.2M | 01/01/2024 |
| Heritage Pointe Communities 403(b) Plan | United Methodist Memorial Home | 507 | $5.5M | 01/01/2024 |
| Fortis Health Retirement Plan | Ehh Holdco, Inc. | 123 | $5.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $832M (61% of AUM) Mar 2026
- Nationwide Trust Company $159M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗