Leclair Wealth Partners
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 332827
- Registered since
- September 30, 2024
- Website
- leclairpartners.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.53%
- Individuals6.41%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Leclair Wealth Partners is an independent registered investment adviser that positions itself as a fee-based wealth manager for individuals and families. The firm provides financial planning and portfolio management across retail and smaller institutional clients, and also offers pension consulting and the selection of outside advisers. Its fee mix includes asset-based fees plus hourly and fixed-fee engagements. The firm is identified as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities33%
- State & Local Bonds10%
- Other2%
- Private Funds1%
Owners & executives
1 of 1
Steven Leclair
Chief Executive Officer & FounderCRD 4593993
Contacts
3 of 4
Robert Mazzocco
Registered RepresentativeCRD 7322995
John Dwyer
Investment AdvisorCRD 2551964
Lauren Matthiessen
Wealth AdvisorCRD 5762656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$135M in ETFs
48%
$65M
46%
$69.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF (FIXD) | First Trust | Active | Intermediate Core Plus Bond | $17.9M | 410,941 | 13.28% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 6515 Longshore Loop
- Time zone
- ET (UTC-5)
- Office locations
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