# Leclair Wealth Partners

> Leclair Wealth Partners is an SEC-registered investment advisory firm in Dublin, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 332827
- Filed as: LECLAIR WEALTH PARTNERS
- Legal name: Leclair Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332827
- AdvisorCensus page: https://advisorcensus.com/firm/leclair-wealth-partners-dublin-oh-332827

## Quick answers

**How is Leclair Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Leclair Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Leclair Wealth Partners charge?**
Its Form ADV Part 2A brochure dated August 27, 2026 states: Flat fee: $5,000 to $250,000 (financial planning and consulting services only); Hourly rate: $500 an hour (financial planning and consulting services only). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Leclair Wealth Partners located?**
Leclair Wealth Partners' principal office is in Dublin, OH, according to its Form ADV.

**Is Leclair Wealth Partners registered with the SEC or a state?**
Leclair Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332827.

**How much does Leclair Wealth Partners manage?**
Leclair Wealth Partners reports $362,976,084 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Leclair Wealth Partners' assets and staff changed since 2024?**
In the Form ADV data for Leclair Wealth Partners: Regulatory assets under management: $0 in the October 2024 data and $362,976,084 in the October 2026 data. Total employees: 6 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Leclair Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (72).

**Which custodians does Leclair Wealth Partners use?**
Leclair Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Leclair Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332827

**Does Leclair Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated August 27, 2026 says: "LeClair Wealth Partners does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Leclair Wealth Partners' recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Account minimum: None

> LeClair Wealth Partners does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Flat fee: $5,000 to $250,000 (financial planning and consulting services only)

> Clients that are receiving financial planning and consulting services only are charged a fixed fee ranging from $5,000 to $250,000, depending upon the complexity of a client’s plan and services provided.

- Hourly rate: $500 an hour (financial planning and consulting services only)

> In the alternative clients that are receiving financial planning and consulting services only may be charged an hourly fee rate up to $500.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $362,976,084
- Discretionary: $362,976,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $23,281,610 |
| High net worth individuals | 80 | $339,485,073 |
| Corporations or other businesses not listed above | Fewer than 5 | $209,401 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- leclairwealthpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 6 | August 30, 2024 |
| October 2025 | $342,365,235 | 4 | February 5, 2025 |
| October 2026 | $362,976,084 | 4 | August 27, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $362,976,084 in the October 2026 data.
Total employees: 6 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leclair Wealth Partners (CRD 332827): Form ADV filing data as of October 2026.