LeClair Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
LeClair Wealth Partners reports 152 clients. They include 80 high-net-worth individuals and 72 individual clients. Of its assets, 100.0% ($363M across 559 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $331M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 6% |
| High-net-worth individuals | 53% | 94% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 72 | $23.3M | 6.4% | $323K |
| High-net-worth individuals | 80 | $339M | 93.5% | $4.24M |
| Corporations and other businesses | Fewer than 5 | $209K | 0.1% | — |
| Total | 152 | $363M | 100% | — |
- Clients
- 72
- Regulatory AUM
- $23.3M
- AUM share
- 6.4%
- Avg. per client
- $323K
- Clients
- 80
- Regulatory AUM
- $339M
- AUM share
- 93.5%
- Avg. per client
- $4.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $209K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 152
- Regulatory AUM
- $363M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
LeClair Wealth Partners charges 0.25%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$2M | 1.50% |
| $2M–$5M | 1.25% |
| $5M–$10M | 1.00% |
| $10M–$25M | 0.75% |
| $25M–$50M | 0.50% |
| $50M–$100M | 0.35% |
| $100M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting services only are a fixed fee from $5,000 to $250,000, or an hourly fee up to $500.
Steven Leclair owns 75% or more of LeClair Wealth Partners. The leadership team of LeClair Wealth Partners includes Chief Compliance Officer John Dwyer. It has 4 employees, 3 of them in advisory roles.
Leadership
- John DwyerChief Compliance Officer
- Steven LeclairManaging Director, Member and Manager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Steven Edwin Leclair
- Lauren Matthiessen
- Robert Angelo Mazzocco
- Mitchell J Towne
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- 2 soliciting firms
- Owns 75% or more of Leclair Wealth Partners LLC
Steven Leclair
Control person · since May 2024
- Owns 75% or more of Leclair Wealth Partners LLC
Leclair Holdco, LLC
Control person · since January 2025
LeClair Wealth Partners’ regulatory assets grew from $342M (February 2025) to $363M (August 2026); clients rose from 141 to 152 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $363M | 152 | 4 | 2 |
| February 2025 | $342M | 141 | 4 | 2 |
Besides its headquarters, LeClair Wealth Partners has 1 office (1 private residence, listed without an address), with 1 listed address in Ohio.
Ohio · 1 listed address
- 6515 Longshore Loop, Suite 100, DublinHQ
Contact and registration details
- Legal name
- Leclair Wealth Partners LLC
- Headquarters
- 6515 Longshore Loop, Suite 100, Dublin, OH 43017
- Website
- leclairwealthpartners.com
- Phone
- 888-277-5704
- SEC file
- 801-131227
- Structure
- Ohio LLC
- Fiscal year end
- December
LeClair Wealth Partners uses Raymond James ($331M) as custodian for its separately managed accounts. LeClair Wealth Partners has custody of $32K in client assets for 1 client.
- Raymond JamesRaymond James Financial Services, Inc. · St Petersburg, FL · $331M100%
At year end, LeClair Wealth Partners’ separately managed accounts were mostly in funds (55%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $193M across 132 positions; the largest are First TR Exchng Traded FD VI (9.3%), Apple Inc. (7.0%) and Vanguard Index Fds (5.9%).
What the accounts hold
- Stocks33%
- Funds55%
- Registered funds54%
- Pooled vehicles1%
- Bonds10%
- Other2%
- Rics held in non-billable annuities2%
Reported 13F holdings
- $193M
- Reported 13F value
- 132
- Positions
- 43.4%
- In the 10 largest
- −33.3%
- Value vs. prior quarter
- First TR Exchng Traded FD VI · Smith Opport Fxd9.3%
- Apple Inc.7.0%
- Vanguard Index Fds · Value ETF5.9%
- First TR Exchng Traded FD VI · FT Ladd Buff ETF4.4%
- Janus Detroit Str TR · Hendrson Aaa CL3.6%
- First TR Exchange Traded FD · Risng Divd Achiv3.4%
- Williams Sonoma Inc.2.6%
- Alphabet Inc. · Cap Stk CL A2.5%
- Microsoft Corp.2.4%
- Parker-hannifin Corp.2.3%
Together, the ten largest are 43.4% of reported value.
How many clients does LeClair Wealth Partners have?
LeClair Wealth Partners has 152 clients and manages $363 million for them, as of August 2026. They include 80 high-net-worth individuals and 72 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does LeClair Wealth Partners offer?
LeClair Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does LeClair Wealth Partners charge?
LeClair Wealth Partners charges 0.25%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: LECLAIR WEALTH PARTNERS ADV PART 2A, filed 27 August 2026
Which custodians does LeClair Wealth Partners use?
LeClair Wealth Partners’ separately managed account assets are held at Raymond James Financial Services, Inc. (St Petersburg, FL), with $331M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does LeClair Wealth Partners have?
LeClair Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does LeClair Wealth Partners invest in?
At the end of its last fiscal year, LeClair Wealth Partners’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 10% state and local bonds, 2% other and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Rics Held in Non-Billable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LeClair Wealth Partners?
LeClair Wealth Partners’ direct owners are Steven Leclair (75% or more) and Leclair Holdco, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does LeClair Wealth Partners get paid?
LeClair Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is LeClair Wealth Partners registered with the SEC?
Yes, LeClair Wealth Partners has been registered with the SEC as an investment adviser since 30 September 2024. Its CRD number is 332827 and its SEC file number is 801-131227.
Source: Form ADV Part 1A, Item 1, filed 27 August 2026; IAPD firm record
How do I contact LeClair Wealth Partners?
LeClair Wealth Partners’ main office is at 6515 Longshore Loop, Suite 100, Dublin, OH 43017. Its phone number is 888-277-5704. Its website is leclairwealthpartners.com.