SourcingSourcing

LESJAK PLANNING, LLC

A70
CRD 110090·SEC 801-15662·WESTLAKE, OH
AUM
$396.0M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LESJAK PLANNING, LLC
CRD
110090
SEC file #
801-15662
EIN
—
DBA names
—

Economics

AUM
$396.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$250.0M → $396.0M▲ +58%
Client mix
Individuals Other267
Individuals High Net Worth109

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
WESTLAKE OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/lesjak-planning-corporation(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LESJAK, MICHAEL, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LESJAK, MICHAEL, JOSEPH
THOMAS, MARC, CHRISTIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:lesjakplanning.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1081405
Trust Company Affiliate
No

People (5)

5
LESJAK, MICHAEL, JOSEPH
IAR · Direct Owner · 87.5%
1081405
THOMAS, MARC, CHRISTIAN
IAR · Executive Officer · 2.5%
4672267
Kevin Michael Lesjak
IAR
7059202
DAVID MATTHEW LESJAK
IAR
842592
NATHAN RUSSELL GIST
IAR
5067437