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Leclair Wealth Partners LLC

● SEC registered since 2024CRD 332827SEC# 801-131227Dublin, OH
Export (members)
Reg. AUM
$342.4M
Employees
4
Accounts
527
Location
Dublin, OH

Leclair Wealth Partners LLC assets under management

Leclair Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2024. It reports $342.4 million in regulatory assets under management and employs 4 people.

Leclair Wealth Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
John Keith DwyerChief Compliance OfficerUnder 5%2024
Leclair Holdco, LLC ControlOwnerOver 75%2025
Steven Edwin Leclair ControlManaging Director, Member And ManagerOver 75%2024

Frequently asked questions

How much does Leclair Wealth Partners LLC manage?

Leclair Wealth Partners LLC reports $342.4 million in regulatory assets under management on its Form ADV.

How many employees does Leclair Wealth Partners LLC have?

Leclair Wealth Partners LLC reports 4 employees.

Where is Leclair Wealth Partners LLC located?

Leclair Wealth Partners LLC is based in Dublin, OH and has been SEC-registered since 2024.

Does Leclair Wealth Partners LLC disclose fund performance?

Leclair Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6515 Longshore Loop, Suite 100, Dublin, OH 43017
Phone888-277-5704
Office hours9:00 To 4:30
SEC regionChicago Regional Office (CHRO)
CIK2056667
Discloses disciplinary historyNo

Assets under management

Discretionary$342.4M
Non-discretionary$0
Total (RAUM)$342.4M