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LECLAIR WEALTH PARTNERS

LECLAIR WEALTH PARTNERS LLC

CRD 332827 · SEC 801-131227

Visit website

6515 LONGSHORE LOOP, SUITE 100, DUBLIN, OH, 43017, United States

Phone

888-277-5704

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$363.0M

Discretionary AUM

$363.0M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals72$23.3M
High net worth individuals80$339.5M

States served

MI, NY, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD