Lesjak Planning, Llc
- Regulatory AUM
- $396M
- Discretionary
- $389M
- Clients
- 376
- Avg AUM / client
- $1.1M
- Accounts
- 381
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 267 | $124M | 31.3% |
| High net worth individuals | 109 | $261M | 65.9% |
| Pension and profit sharing plans | Fewer than 5 | $8.0M | 2.02% |
| Charitable organizations | Fewer than 5 | $3.0M | 0.76% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Lesjak | President | Sep 1999 (27y) | 75% or more | |
| Marc Christian Thomas | Chief Compliance Officer | CFP | Jan 2003 (24y) | Less than 5% |
| David Matthew Lesjak | Registered representative | Sep 1999 (27y) | ||
| Nathan Russell Gist | Registered representative | CFP | Nov 2005 (21y) | |
| Kevin Michael Lesjak | Registered representative | CFP | Jan 2019 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $380M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗