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| Leclair Wealth Partners LLC
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|---|---|
| CRD # | 332827 |
| SEC # | 801-131227 |
| CIK # | 0002056667 |
| AUM | 363.0 M (2026-02-13) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 888-277-5704 |
| Address | 6515 Longshore Loop Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Jackson Financial Inc | 3.9 | ||
| Microsoft Corp | 1.6 | ||
| CMS Energy Corp | 1.6 | ||
| Eaton Corp Ltd | 1.5 | ||
| Apple Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 23.3 |
| (b) Individuals (high net worth individuals) | 80 | 339.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 363.0 |
| By Discretionary | ||
| Discretionary | 559 | 363.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 559 | 363.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.0 | |
| Total | 559 | 363.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056667] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shelton Wealth Management LLC
✚
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TX | 364.5 M |
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Invenio Wealth Partners LLC
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Horizon Investment Services LLC
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Decisionmap Wealth Management LLC
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362.9 M | |
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Motive Wealth Advisors LLC
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Income Focus Portfolio Management LLC
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Dynamic Market Advantage LLC
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KY | 361.9 M |