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LESJAK PLANNING, LLC
CRD 110090File 801-15662
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.