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LECLAIR WEALTH PARTNERS

DUBLIN, OH · CRD 332827 · IAPD ↗ · leclairwealthpartners.com · 888-277-5704

$363.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — LECLAIR WEALTH PARTNERS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — LECLAIR WEALTH PARTNERS notice-filed in MI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
February 2025 — LECLAIR WEALTH PARTNERS now reports custody of client assets ($30,846).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
February 2025 — LECLAIR WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
October 2024 — LECLAIR WEALTH PARTNERS (DUBLIN, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.