L
$363.0M Total AUM
$363.0M Disc. AUM
-- 3Y CAGR
4 Employees
152 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Catalyst focusOptima radial +more
- Established Date
- 09-30-2024
- Office Locations
- 2
Office Locations
6515 Longshore Loop Suite 100 Dublin OH
-- NEW York NY
About Leclair Wealth Partners
LeClair Wealth Partners is a Dublin, OH RIA providing financial planning alongside insurance and annuity solutions. The team manages primarily discretionary portfolios using ETFs and mutual funds, with a notable allocation to municipal bonds. Custody is through Raymond James and the firm serves both retail and institutional relationships.
Team overview
-- AVG AGE
$121.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
1.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Crest harbor Fusion eagle Crest Fusion Pioneer pioneer
Client Personas
Value vital Vital Vital prime
Custodian
Vertex Summit atlas
Investment Themes
Insight beacon Capital signal Vital optima
Investment Vehicles
Vector eagle Pioneer matrix
Services
Horizon zenith Zenith legacy Summit delta Meridian Meridian Harbor Ridge delta Horizon Vertex Beacon alpha Beacon Atlas beacon
Technology
Prime Foundation Atlas vertex
Owner & Executives
STEVEN EDWIN LECLAIR
Manager, MANAGING DIRECTOR
- CRD
- #4593993
- Ownership
- 75% or more
(823) 669-1150
ember.harbor@foundationcapital.com
in linkedin.com/in/foundation-momentum
J
JOHN KEITH DWYER
Chief Compliance Officer
- CRD
- #2551964
- Ownership
- Less than 5%
(624) 939-2425
horizon.vertex@embercapital.com
in linkedin.com/in/glacier-north
Showing 2 of 2 owners & executives
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LAUREN MATTHIESSEN
Wealth Advisor
- CRD
- #5762656
(928) 857-3241
catalyst.beacon@quantumcapital.com
in linkedin.com/in/radial-beacon
R
Robert Angelo Mazzocco
Wealth Advisor and Director
- CRD
- #7322995
(799) 515-1404
signal.element@optimacapital.com
in linkedin.com/in/horizon-ember
V
Vital harbor
Alpha catalyst
- CRD
- #65973
(504) 400-6278
momentum.bridge@peakcapital.com
in linkedin.com/in/momentum-harbor
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,976,084 | $649,331 |
| Non-Discretionary | $0 | -- |
| Total | $362,976,084 | $649,331 |
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Separately Managed Accounts
Total SMA Asset: $362,976,084
Public Funds:
22.3% Equity - Exchange:
16.6% Municipal Bonds:
12.0% Other:
17.3% Private Funds:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $163,656,865 | 22.3% |
| Equity - Exchange | $121,825,290 | 16.6% |
| Municipal Bonds | $88,066,474 | 12.0% |
| Other | $126,962,501 | 17.3% |
| Private Funds | $233,376,157 | 31.8% |
| Total | $733,887,287 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON WAVE | CATALYST SUMMIT | GKBEKOO6V | NCMO | 3.36% | $63,333,341 |
| FOCUS SUMMIT | VITAL TIMBER | 5UPF2VLNV | IJNAJ | 10.90% | $82,952,228 |
| RADIAL GLACIER CREST | PATHWAY FOUNDATION | BSJUWGGAD | POGHV | 3.56% | $47,857,454 |
| FOCUS EAGLE | PRIME TIMBER | AKGQG04XI | JPKQ | 7.79% | $16,231,850 |
| VECTOR EAGLE UNISON | CREST WAVE | NO04CE8N3 | KOL | 12.15% | $104,516,502 |
| CATALYST WAVE | CREST UNISON | VWE0RPGUE | TWSHR | 3.08% | $75,339,832 |
| MERIDIAN QUANTUM | MERIDIAN BRIDGE | QPFEYRUVT | PYBSQ | 8.64% | $26,441,509 |
| LEGACY FOUNDATION HORIZON | PEAK RADIAL | 57G6891XJ | SRC | 3.58% | $94,137,825 |