LECLAIR WEALTH PARTNERS LLC
Legal name: LECLAIR WEALTH PARTNERS
CRD #332827 SEC #801-131227 DUBLIN, OH 888-277-5704
SEC Registered
Total AUM
$342.4M
Discretionary
$342.4M
Employees
4
Clients
0
Accounts
527
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOODARD, KEVIN, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LECLAIR HOLDCO, LLC | DE | OWNER | E | Control |
| LECLAIR HOLDCO, LLC | DE | OWNER | E | Control |
| LECLAIR, STEVEN, EDWIN | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| LECLAIR, STEVEN, EDWIN | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| LECLAIR, STEVEN, EDWIN | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| LECLAIR, STEVEN, EDWIN | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (4)
FL MI OH TX
Address
6515 LONGSHORE LOOPSUITE 100
DUBLIN, OH 43017
United States
Phone: 888-277-5704