Yarger Wealth Strategies, LLC
● SEC registered since 2020CRD 310207SEC# 801-119409Westerville, OH
Reg. AUM
$529.7M
Employees
4
Accounts
753
Location
Westerville, OH
Yarger Wealth Strategies, LLC assets under management
Yarger Wealth Strategies, LLC is a registered investment adviser overseen by the SEC based in Westerville, OH. The firm has been registered since 2020. It reports $529.7 million in regulatory assets under management and employs 4 people.
Yarger Wealth Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Laird Yarger Control | Founder, Chief Executive Officer, Chief Compliance Officer, And Co-Chief Investment Officer | Over 75% | 2020 |
| Theodore Wesley Winders Control | Partner And Co-Chief Investment Officer | 10-25% | 2023 |
Frequently asked questions
How much does Yarger Wealth Strategies, LLC manage?
Yarger Wealth Strategies, LLC reports $529.7 million in regulatory assets under management on its Form ADV.
How many employees does Yarger Wealth Strategies, LLC have?
Yarger Wealth Strategies, LLC reports 4 employees.
Where is Yarger Wealth Strategies, LLC located?
Yarger Wealth Strategies, LLC is based in Westerville, OH and has been SEC-registered since 2020.
Does Yarger Wealth Strategies, LLC disclose fund performance?
Yarger Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 140 Dorchester Square S., Suite B, Westerville, OH 43081 |
| Phone | (614) 882-2954 |
| Fax | (614) 882-4027 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1908607 |
| Discloses disciplinary history | No |
Regulatory AUM
$529.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$529.7Mregulatory AUM
Discretionary $529.7M