Lesjak Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, OH. Its latest Form ADV filing, dated March 27, 2026, reports $396M in regulatory assets under management, 7 employees, and 381 accounts.
Assets Under Management
$396M
Employees
7
Offices
--
Total Clients
376
Primary office
WESTLAKE, OH
1991 CROCKER RD, SUITE 575, WESTLAKE, OH, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
267
2
HNWI
29.0%
109
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 27, 2026
Discretionary98.2%
$389M
98% of total RAUM98.2%
Non-discretionary1.8%
$7M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$396M
Total Accounts381
10Y AUM Change+$162M (+69.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.