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, SEC-registered registered investment adviser that provides fee-based planning and portfolio management to individuals, families and smaller institutions. The firm’s ownership is listed as a mix of a domestic entity and individual ownership, and it is identified as a capital allocator that can place client capital with external managers. Advisory services include financial planning, discretionary portfolio management for individuals and for small businesses or institutions, pension consulting activities, and the selection of other advisers. Fee arrangements combine a percentage-of-AUM model with hourly and fixed-fee agreements. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds25%
- Investment Grade Corp Bonds12%
- Non-Exchange Traded Equities7%
- Other3%
Owners & executives
1 of 1STEVEN LECLAIR
Chief Executive Officer & FounderCRD 4593993
Contacts
3 of 4Robert Mazzocco
Investment Adviser 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 79Active vs passive
$299M in ETFs
32%
$94.9M
46%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM ULTRA SHORT BOND ETF (PULS) | PGIM | Active | Ultrashort Bond | $33.9M | 684,685 | 11.35% |
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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