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Seek The Plan
Seek The Plan is a multi family office based in Greenbelt, founded 2017; the Altss profile covers its classification, headquarters, registration, AUM band, and...
Seek The Plan
SEEK THE PLAN is an SEC-registered investment adviser in GREENBELT, MD. It has 1 employee and 1 investment adviser. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Greenbelt
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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