Leclair Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dublin, OH. Its latest Form ADV filing, dated February 13, 2026, reports $363M in regulatory assets under management, 4 employees, 1 office, and 559 accounts.
Assets Under Management
$363M
Employees
4
Offices
1 office
Total Clients
152
Primary office
DUBLIN, OH
6515 LONGSHORE LOOP, SUITE 100, DUBLIN, OH, United States
Top client segmentHNWI represent 52.6% of total clients.
Top client categories% of clientsClients
1
HNWI
52.6%
80
2
Individuals
47.4%
72
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of February 13, 2026
Discretionary100.0%
$363M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$363M
Total Accounts559
10Y AUM Change+$363M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee38:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.