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 organized as a limited liability company. The firm is SEC-registered (2024) and describes itself as a capital allocator serving individual and family clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm’s advisory services span comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutional/business clients, pension consulting services, and the selection of other advisers. Leclair does not identify 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
- Public Funds/Mutual Funds54%
- Exchange Traded Equities33%
- State & Local Bonds10%
- Other2%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$190M in ETFs
34%
$64.6M
58%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $25.7M | 431,561 | 13.51% |
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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