Leclair Wealth Partners LLC
● SEC registered since 2024CRD 332827SEC# 801-131227Dublin, OH
Reg. AUM
$363M
Employees
4
Accounts
559
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 $363 million in regulatory assets under management and employs 4 people.
Leclair Wealth Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Keith Dwyer | Chief Compliance Officer | Under 5% | 2024 |
| Leclair Holdco, LLC Control | Owner | Over 75% | 2025 |
| Steven Edwin Leclair Control | Managing Director, Member And Manager | Over 75% | 2024 |
Frequently asked questions
How much does Leclair Wealth Partners LLC manage?
Leclair Wealth Partners LLC reports $363 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
| Address | 6515 Longshore Loop, Suite 100, Dublin, OH 43017 |
| Phone | 888-277-5704 |
| Office hours | 9:00 To 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2056667 |
| Discloses disciplinary history | No |
Regulatory AUM
$363M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$363Mregulatory AUM
Discretionary $363M