|
⚲
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| Lesjak Planning LLC
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|
|
|---|---|
| CRD # | 110090 |
| SEC # | 801-15662 |
| CIK # | |
| AUM | $369.0 M (2025-03-28) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 440-871-9500 |
| Address | 1991 Crocker Rd Westlake, OH 44145 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 128.0 |
| (b) Individuals (high net worth individuals) | 101 | 230.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 369.0 |
| By Discretionary | ||
| Discretionary | 390 | 362.5 |
| Non-Discretionary | 2 | 6.5 |
| Total | 392 | 369.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.0 | |
| Total | 392 | 369.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paradigm Wealth LLC
✚
|
NE | 0.4 |
|
Widmann Financial Services Inc
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|
MD | 0.4 |
|
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|
TN | 0.4 |
|
Avory & Company LLC
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|
FL | 0.4 |
|
Court Place Advisors LLC
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|
MD | 0.4 |
|
Fee-Only Financial Planning LC
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|
0.4 | |
|
ETF Portfolio Partners Inc
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|
KS | 0.4 |
|
RW Roge & Company Inc
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|
NY | 0.4 |
|
Owl Creek Wealth Partners LLC
✚
|
CO | 0.4 |
|
Cairn Investment Group Inc
✚
|
WA | 0.4 |