Lesjak Planning, LLC
Lesjak Planning, LLC is an SEC-registered wealth manager in Westlake, OH with $396.0M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Lesjak Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110090, SEC 801-15662, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $396.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 7
- Clients
- 376
- CRD
- 110090
- Ownership
- LESJAK, DAVID, MATTHEW; THOMAS, MARC, CHRISTIAN; LESJAK, JOHN, WILLIAM; LESJAK, MICHAEL, JOSEPH
How much AUM does Lesjak Planning, LLC have?
Lesjak Planning, LLC reported $396.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Lesjak Planning, LLC?
Disclosed owners and executives of Lesjak Planning, LLC include LESJAK, DAVID, MATTHEW, THOMAS, MARC, CHRISTIAN, LESJAK, JOHN, WILLIAM, LESJAK, MICHAEL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.