# LESJAK PLANNING, LLC

LESJAK PLANNING, LLC of WESTLAKE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 110090
- Type: SEC-registered investment adviser
- SEC file number: 801-15662
- Location: 1991 CROCKER RD, SUITE 575, WESTLAKE, OH, 44145
- Phone: 440-871-9500
- Latest filing: 2026-07-13
- Regulatory AUM: $396.0M
- Discretionary AUM: $389.0M
- Non-discretionary AUM: $7.0M
- Clients: 7
- Accounts: 381

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Michael Joseph Lesjak | PRESIDENT | — |
| Marc Christian Thomas | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| LESJAK DAVID MATTHEW | PRESIDENT | — |
| LESJAK JOHN WILLIAM | SECRETARY | — |
| LESJAK MICHAEL JOSEPH | PRESIDENT; VICE-PRESIDENT | — |
| THOMAS MARC CHRISTIAN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; SECRETARY (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110090/similar
- Related entities: https://search.stillhousedata.com/firm/110090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110090

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.