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LESJAK PLANNING, LLC
CRD 110090File 801-15662
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$396.0M
Below cohort median (national)
Discretionary AUM
$389.0M
Non-discretionary $7.0M
Clients
376
381 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 12, 1980
- Principal office
- 1991 CROCKER RD, SUITE 575, WESTLAKE, OH, 44145
- Phone
- 440-871-9500
- Website
- HTTP://LESJAKPLANNING.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $396.0M
- Discretionary AUM
- $389.0M
- Non-discretionary AUM
- $7.0M
- Discretionary accounts
- 379
- Non-discretionary accounts
- 2
- Total accounts
- 381
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 109 | $261.0M |
| Pension and profit sharing plans | Fewer than 5 | $8.0M |
| Individuals (other than high net worth individuals) | 267 | $124.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 386 | 376 | decreased by10 |
| Apr 1, 2026 | AUM | $369,000,000 | $396,000,000 | increased by$27,000,000 |
| Apr 1, 2026 | Accounts | 392 | 381 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 372 | 386 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $337,500,000 | $369,000,000 | increased by$31,500,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 373 | 392 | increased by19 |
| Apr 1, 2022 | Clients | 369 | 372 | increased by3 |
| Apr 1, 2022 | AUM | $307,400,000 | $337,500,000 | increased by$30,100,000 |
| Apr 1, 2022 | Accounts | 370 | 373 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LESJAK PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LESJAK PLANNING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.