LESJAK PLANNING, LLC
CRD #110090 SEC #801-15662 WESTLAKE, OH 440-871-9500
SEC Registered
Total AUM
$369M
Discretionary
$362.5M
Employees
7
Clients
251
Accounts
392
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $369M | $362.5M | $6.5M | 7 | 0 |
| Mar 2024 | $343.4M | $337.2M | $6.2M | 7 | 0 |
| Mar 2023 | $313.7M | $307.5M | $6.2M | 7 | 0 |
| Mar 2022 | $337.5M | $330.7M | $6.8M | 7 | 0 |
| Mar 2021 | $307.4M | $301.3M | $6.1M | 7 | 0 |
| Jun 2020 | $270M | $270M | $0 | 8 | 0 |
| Mar 2020 | $270M | $270M | $0 | 8 | 0 |
| Mar 2019 | $250M | $250M | $0 | 7 | 0 |
| Mar 2018 | $262M | $262M | $0 | 7 | 0 |
| Mar 2017 | $234M | $234M | $0 | 7 | 300 |
| Mar 2016 | $220M | $220M | $0 | 7 | 300 |
| Nov 2015 | $230M | $230M | $0 | 7 | 300 |
| Apr 2015 | $230M | $230M | $0 | 7 | 300 |
| Apr 2014 | $181M | $181M | $0 | 8 | 300 |
| Apr 2013 | $162M | $162M | $0 | 8 | 300 |
| Mar 2012 | $160M | $160M | $0 | 6 | 300 |
| May 2011 | $162M | $162M | $0 | 10 | -- |
| Apr 2011 | $162M | $162M | $0 | 10 | -- |
| Apr 2010 | $141M | $141M | $0 | 10 | -- |
| Apr 2009 | $124M | $124M | $0 | 10 | -- |
| Apr 2007 | $162M | $162M | $0 | 10 | -- |
| Feb 2006 | $145M | $145M | $0 | 10 | -- |
| Apr 2004 | $108M | $108M | $0 | 10 | -- |
| Apr 2002 | $115M | $115M | $0 | 10 | -- |
DateMar 2025
Total AUM$369M
Discretionary$362.5M
Non-Disc.$6.5M
Employees7
Clients0
DateMar 2024
Total AUM$343.4M
Discretionary$337.2M
Non-Disc.$6.2M
Employees7
Clients0
DateMar 2023
Total AUM$313.7M
Discretionary$307.5M
Non-Disc.$6.2M
Employees7
Clients0
DateMar 2022
Total AUM$337.5M
Discretionary$330.7M
Non-Disc.$6.8M
Employees7
Clients0
DateMar 2021
Total AUM$307.4M
Discretionary$301.3M
Non-Disc.$6.1M
Employees7
Clients0
DateJun 2020
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees7
Clients300
DateNov 2015
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees7
Clients300
DateApr 2015
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees7
Clients300
DateApr 2014
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees8
Clients300
DateApr 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees8
Clients300
DateMar 2012
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients300
DateMay 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees10
Clients--