Leclair Wealth Partners Llc
- Regulatory AUM
- $363M
- Discretionary
- $363M
- Clients
- 152
- Avg AUM / client
- $2.4M
- Accounts
- 559
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Investments (13F portfolio — 103 positions, $289,384,864)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Pgim Etf Tr | PGIM ULTRA SH BD | $33,891,929 | 684,685 | 11.7% | 9.34% |
| 2 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $21,328,873 | 453,035 | 7.37% | 5.88% |
| 3 | Victory Portfolios Ii | CORE INTERMEDIAT | $20,629,338 | 438,763 | 7.13% | 5.68% |
| 4 | Invesco Exchange Traded Fd T | S&P MDCP QUALITY | $20,140,899 | 194,843 | 6.96% | 5.55% |
| 5 | Spdr Series Trust | STATE STREET SPD | $18,514,833 | 241,897 | 6.4% | 5.1% |
| 6 | Victory Portfolios Ii | USAA MSCI USA SM | $18,092,770 | 191,096 | 6.25% | 4.98% |
| 7 | Morgan Stanley Etf Trust | EATON VANCE SHOR | $16,767,734 | 329,166 | 5.79% | 4.62% |
| 8 | Invesco Exch Traded Fd Tr Ii | S&P 500 REVENUE | $16,178,261 | 140,791 | 5.59% | 4.46% |
| 9 | Hartford Fds Exchange Traded | MUN OPORTUNITE | $8,668,617 | 223,764 | 3.0% | 2.39% |
| 10 | Goldman Sachs Etf Tr | ACTIVEBETA INT | $7,026,092 | 162,905 | 2.43% | 1.94% |
| 11 | Invesco Exch Traded Fd Tr Ii | VAR RATE PFD | $6,996,996 | 291,785 | 2.42% | 1.93% |
| 12 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $6,637,960 | 117,113 | 2.29% | 1.83% |
| 13 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $6,189,026 | 122,289 | 2.14% | 1.71% |
| 14 | Etfis Ser Tr I | VIRTUS REAVES UT | $5,995,517 | 75,038 | 2.07% | 1.65% |
| 15 | Innovator Etfs Trust | US EQTY PWR BUF | $5,817,685 | 126,115 | 2.01% | 1.6% |
| 16 | Berkshire Hathaway Inc Del | CL A | $5,745,120 | 8 | 1.99% | 1.58% |
| 17 | Morgan Stanley Etf Trust | PARAMETRIC EQUIT | $5,312,272 | 194,162 | 1.84% | 1.46% |
| 18 | Pgim Rock Etf Tr | S&P 500 BUFFER | $4,863,052 | 159,830 | 1.68% | 1.34% |
| 19 | Jackson Financial Inc | COM CL A | $3,929,894 | 37,173 | 1.36% | 1.08% |
| 20 | Pgim Rock Etf Tr | S&P 500 BUFFER | $3,722,605 | 128,780 | 1.29% | 1.03% |
| 21 | Innovator Etfs Trust | US EQTY PWR BUF | $2,493,057 | 62,171 | 0.86% | 0.69% |
| 22 | Innovator Etfs Trust | US EQT PWR BUF | $2,141,359 | 53,803 | 0.74% | 0.59% |
| 23 | Pgim Rock Etf Tr | S&P 500 BUFFER | $2,039,942 | 70,321 | 0.7% | 0.56% |
| 24 | Aim Etf Products Trust | ALLIANZIM US EQU | $1,622,995 | 44,490 | 0.56% | 0.45% |
| 25 | Microsoft Corp | COM | $1,601,078 | 4,325 | 0.55% | 0.44% |
Top 25 of 103 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $23.3M | 6.41% |
| High net worth individuals | 80 | $339M | 93.5% |
| Corporations and other businesses | Fewer than 5 clients | $209K | 0.06% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Edwin Leclair | Managing Director, Member And Manager | CFP | May 2024 (2y) | 75% or more |
| Dwyer, John, Keith | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Lauren Matthiessen | Registered representative | CFP | Nov 2024 (2y) | |
| Mitchell J Towne | Registered representative | Nov 2024 (2y) | ||
| Robert Angelo Mazzocco | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $331M (91% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗