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Seek The Plan
Seek The Plan was founded in 2017 by Randy Lesch, who remains managing partner.
Seek The Plan
Seek The Plan was founded in 2017 by Randy Lesch, who remains managing partner. The Cleveland-based RIA provides financial planning, investment management, and estate planning services. Its wealth-origin context is not publicly disclosed, and it does not market itself as tied to a single family fortune. The firm allocates client capital across a mix of asset classes including equities, fixed income, real estate, and private investments. It structures portfolios through separately managed accounts and limited partnerships, focusing on tax efficiency and intergenerational wealth transfer. Geographic exposure centers on the United States, with holdings in Ohio-based real estate and regional businesses. Seek The Plan does not disclose total AUM or headcount publicly. It operates from a single office in Cleveland and has not advertised additional locations or adjacent philanthropic vehicles. The firm maintains a low public profile, with no recent press coverage of significant deployments or personnel changes. Structurally, Seek The Plan functions as a standard RIA-led multi-family office, providing customized planning without a proprietary fund platform or direct co-investment sourcing. It distinguishes itself through estate planning expertise rather than scale or aggressive deployment.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
Undisclosed (Altss estimate)
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
Cleveland, OH, United States
Principals
Randy Lesch
Founder
Randy Lesch
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Seek The Plan?
Randy Lesch serves as founder and managing partner, directing the firm's investment and planning strategies. The firm does not publicly name a separate CIO or investment committee.
What types of clients does Seek The Plan serve?
The firm targets high-net-worth individuals and families, providing integrated wealth management, estate planning, and tax strategy. It operates as a multi-family office, not a single-family office.
Does Seek The Plan participate in direct investments or only fund commitments?
Seek The Plan allocates client capital across equities, fixed income, real estate, and private investments, primarily through separately managed accounts and limited partnerships. Its direct investment activity, if any, is not publicly detailed.
What geographic focus does Seek The Plan maintain?
Its client base and investment exposure are concentrated in the United States, with specific holdings in Ohio-based real estate and regional businesses. The firm has not disclosed any international offices or cross-border mandates.
How is Seek The Plan structured as a firm?
It is registered as a Registered Investment Advisor and operates as a multi-family office. There is no publicly disclosed parent company or affiliated fund vehicle.
Where does the underlying wealth of Seek The Plan come from?
The firm does not disclose the origin of the wealth it manages. It does not claim affiliation with a single family or dynasty.
Does Seek The Plan maintain philanthropic structures?
There is no public record of a charitable foundation, donor-advised fund, or philanthropic arm associated with Seek The Plan.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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