Zachary
Melloh
Lji Wealth Management, LLC
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About this Advisor
Zachary Melloh is a financial advisor based in Indianapolis, Indiana, working with Lji Wealth Management, LLC. Zachary has previously held positions at Lji Wealth Management, LLC, Valeo Financial Advisors LLC, and was also a student. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Zachary is part of Lji Wealth Management, LLC, which operates out of Indianapolis, Indiana. The firm has 2 offices and 15 employees. The firm manages assets totaling $853.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lji Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lji Wealth Management, LLC Brokerage Details
$853,217,516
15
3,356
$254,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Zachary Melloh Work History
Lji Wealth Management, LLC
Valeo Financial Advisors LLC
Unemployed / Student
Disclosures
Please visit the SEC profile of Zachary Melloh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lji Wealth Management, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Muncie, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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