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LESJAK PLANNING, LLC

CRD 110090 · SEC 801-15662

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1991 CROCKER RD, SUITE 575, WESTLAKE, OH, 44145, United States

Phone

440-871-9500

Fax

440-871-3607

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$396.0M

Discretionary AUM

$389.0M

Team

7 total employees; 5 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals267$124.0M
High net worth individuals109$261.0M

States served

OH, FL

All web addresses on file

Official SEC filing: View on IAPD