Leclair Wealth Partners
Leclair Wealth Partners is an SEC-registered wealth manager in Dublin, OH with $363.0M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Leclair Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332827, SEC 801-131227, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $363.0M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Dublin, OH
- Employees
- 4
- Clients
- 152
- CRD
- 332827
- Ownership
- LECLAIR HOLDCO, LLC; WOODARD, KEVIN, SEAN; DWYER, JOHN, KEITH; LECLAIR, STEVEN, EDWIN
How much AUM does Leclair Wealth Partners have?
Leclair Wealth Partners reported $363.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Leclair Wealth Partners?
Disclosed owners and executives of Leclair Wealth Partners include LECLAIR HOLDCO, LLC, WOODARD, KEVIN, SEAN, DWYER, JOHN, KEITH, LECLAIR, STEVEN, EDWIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.