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| Happy Holidays!! thanks for using AUM13F!! |
| Leclair Wealth Partners LLC
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| CRD # | 332827 |
| SEC # | 801-131227 |
| CIK # | 0002056667 |
| AUM | $342.4 M (2025-02-05) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 888-277-5704 |
| Address | 6515 Longshore Loop Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056667 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Microsoft Corp | 6.8 | ||
| Cintas Corp | 6.1 | ||
| Worthington Industries Inc | 3.7 | ||
| Williams Sonoma Inc | 3.5 | ||
| Nvidia Corp | 3.3 | ||
| Parker Hannifin Corp | 3.3 | ||
| Alphabet Inc | 2.9 | ||
| Broadcom Inc | 2.5 | ||
| Amazon Com Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Exxon Mobil Corp | 1.9 | ||
| Worthington Steel Inc | 1.7 | ||
| Facebook Inc | 1.5 | ||
| VISA Inc | 1.5 | ||
| Home Depot Inc | 1.4 | ||
| Merck & Co Inc | 1.4 | ||
| Ingersoll-Rand PLC | 1.3 | ||
| TJX Companies Inc /DE/ | 1.0 | ||
| Emerson Electric Co | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 20.1 |
| (b) Individuals (high net worth individuals) | 80 | 322.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 342.4 |
| By Discretionary | ||
| Discretionary | 527 | 342.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 527 | 342.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.4 | |
| Total | 527 | 342.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056667] |
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|---|---|---|
|
Fortiter Wealth Management LLC
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TX | 0.3 |
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St Johns Investment Management Company LLC
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FL | 0.3 |
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Burns Matteson Capital Management LLC
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Henry Bragg & Co LLC
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TX | 0.3 |
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Mezzasalma Advisors LLC
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NJ | 0.3 |
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Blue Investment Partners LLC
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Charles Fish Investments Inc
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IF Advisors LLC
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0.3 | |
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Capital Management LLC
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Altamont Capital Management LLC
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NC | 0.3 |