Overview
Assets Under Management: $342 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Frequently Asked Questions
LECLAIR WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332827), LECLAIR WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
LECLAIR WEALTH PARTNERS LLC is headquartered in DUBLIN, OH.
LECLAIR WEALTH PARTNERS LLC serves 80 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, LECLAIR WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LECLAIR WEALTH PARTNERS LLC manages $342 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, LECLAIR WEALTH PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.14
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 527
Discretionary Accounts: 527
Regulatory Filings
CRD Number: 332827
Last Filing Date: 2025-02-05 00:00:00
Website: https://dinsmorecomplianceservices.com