Lesjak Planning, LLC
● SEC registered since 1980CRD 110090SEC# 801-15662Westlake, OH
Reg. AUM
$396M
Employees
7
Accounts
381
Location
Westlake, OH
Lesjak Planning, LLC assets under management
Lesjak Planning, LLC operates as an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 1980. It reports $396 million in regulatory assets under management and employs 7 people.
Lesjak Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Christian Thomas Control | Chief Compliance Officer | Under 5% | 2004 |
| Marc Christian Thomas Control | Vice President | Under 5% | 2018 |
| Michael Joseph Lesjak Control | President | Over 75% | 2018 |
Frequently asked questions
How much does Lesjak Planning, LLC manage?
Lesjak Planning, LLC reports $396 million in regulatory assets under management on its Form ADV.
How many employees does Lesjak Planning, LLC have?
Lesjak Planning, LLC reports 7 employees.
Where is Lesjak Planning, LLC located?
Lesjak Planning, LLC is based in Westlake, OH and has been SEC-registered since 1980.
Does Lesjak Planning, LLC disclose fund performance?
Lesjak Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1991 Crocker Rd, Suite 575, Westlake, OH 44145 |
| Phone | 440-871-9500 |
| Fax | 440-871-3607 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$396Mregulatory AUM
Discretionary $389MNon-discretionary $7M