RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LESJAK, JOHN, WILLIAMISECRETARYNA Control
LESJAK, JOHN, WILLIAMISECRETARYNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANISECRETARYNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANISECRETARYNA Control
THOMAS, MARC, CHRISTIANISECRETARYNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANISECRETARYNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANISECRETARYNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANISECRETARYNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANICHIEF OPERATING OFFICERNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANICHIEF OPERATING OFFICERNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
THOMAS, MARC, CHRISTIANICHIEF COMPLIANCE OFFICERNA Control
THOMAS, MARC, CHRISTIANIVICE PRESIDENTNA Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, MICHAEL, JOSEPHIPRESIDENTE Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTD Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTD Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTD Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTD Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTD Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTD Control
LESJAK, DAVID, MATTHEWIPRESIDENTC Control
LESJAK, DAVID, MATTHEWIPRESIDENTC Control
LESJAK, DAVID, MATTHEWIPRESIDENTC Control
LESJAK, DAVID, MATTHEWIPRESIDENTC Control
LESJAK, DAVID, MATTHEWIPRESIDENTC Control
LESJAK, DAVID, MATTHEWIPRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, MICHAEL, JOSEPHIVICE-PRESIDENTC Control
LESJAK, JOHN, WILLIAMISECRETARYA Control
LESJAK, JOHN, WILLIAMISECRETARYA Control
LESJAK, JOHN, WILLIAMISECRETARYA Control
LESJAK, JOHN, WILLIAMISECRETARYA Control
LESJAK, JOHN, WILLIAMISECRETARYA Control
LESJAK, JOHN, WILLIAMISECRETARYA Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (2)

FL OH

Address

1991 CROCKER RD
SUITE 575
WESTLAKE, OH 44145
United States
Phone: 440-871-9500