Leclair Wealth Partners
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 332827
- SEC number
- 801-131227
- Firm type
- RIA
- Assets under management
- $363.0M as of Feb 13, 2026
- Website
- leclairwealthpartners.com ↗
- Phone
- 888-277-5704
- Address
- 6515 Longshore Loop, Dublin, OH, 43017
Advisors at this firm
4 in our index · page 1 of 1
-
Steven Edwin LeclairCRD 4593993 · Dublin, OHIA RegisteredBroker
-
Lauren MatthiessenCRD 5762656 · Dublin, OHIA RegisteredRegistration inactive
-
Robert Angelo MazzoccoCRD 7322995 · New York, NYIA RegisteredBroker
-
Mitchell J TowneCRD 6936494 · Dublin, OHIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 332827 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.