SourcingSourcing

LECLAIR WEALTH PARTNERS LLC

B50
CRD 332827·SEC 801-131227·DUBLIN, OH
AUM
$363.0M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LECLAIR WEALTH PARTNERS LLC
CRD
332827
SEC file #
801-131227
EIN
993383899
DBA names
Leclair Wealth Partners

Economics

AUM
$363.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$342.4M → $363.0M▲ +6%
Client mix
Individuals High Net Worth80
Individuals Other72

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
DUBLIN OH
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
leclairwealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LECLAIR HOLDCO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
LECLAIR HOLDCO, LLC
LECLAIR, STEVEN, EDWIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LECLAIRWEALTHPARTNERS.COM
Rdap Domain Creation Date
2024-08-05T15:40:30Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002056667
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000162

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.443
Soi Zip Pct 200k Plus
0.2249
Soi Zip Returns 200k Plus
4,620
Soi Zip Total AGI
3,525,560
Fdic Zip Total Deposits
50,681,370,000
Fdic Zip Branch Count
674
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
6515 LONGSHORE LOOPSUITE 100DUBLIN, OH 43017
Business
6515 LONGSHORE LOOPSUITE 100DUBLIN, OH 43017
Edgar EIN
993383899
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000162
13F-HR2026-02-11 · 0001765380-26-000105
Fdic Zip Branches Raw
Home Savings of America, FSBDublin, OH
Society National BankDublin, OH
Fdic Zip HHI
908.16
Fdic Zip Top Bank Share Pct
19.71
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-05T15:40:30Z
Rdap Domain Last Changed
2026-02-11T19:56:19Z
Rdap Nameservers
Dane.ns.cloudflare.comMeilani.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,806
Returns4,220
Stub 2
AGI107,608
Returns2,880
Stub 3
AGI150,710
Returns2,430
Soi Zip Total Business Income
122,407
Soi Zip Total Cap Gains
352,172
Soi Zip Total Dividends
144,785
Soi Zip Total Returns
20,540
Trust Company Affiliate
No

People (5)

5
LECLAIR, STEVEN, EDWIN
IAR · Direct Owner · 87.5%
4593993
JOHN KEITH DWYER
Executive Officer · 2.5%
2551964
Mitchell J Towne
IAR
6936494
LAUREN MATTHIESSEN
IAR
5762656
Robert Angelo Mazzocco
IAR
7322995