Overview
Assets Under Management: $369 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Frequently Asked Questions
LESJAK PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110090), LESJAK PLANNING, LLC is subject to fiduciary duty under federal law.
LESJAK PLANNING, LLC is headquartered in WESTLAKE, OH.
LESJAK PLANNING, LLC serves 101 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, LESJAK PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LESJAK PLANNING, LLC manages $369 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, LESJAK PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 392
Discretionary Accounts: 390
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 110090
Filing ID: 1969640
Last Filing Date: 2025-03-28 11:21:00
Website: https://lesjakplanning.com