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Yarger Wealth Strategies, LLC

● SEC registered since 2020CRD 310207SEC# 801-119409Westerville, OH
Export (members)
Reg. AUM
$470.9M
Employees
4
Accounts
671
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 $470.9 million in regulatory assets under management and employs 4 people.
www.yargerwealth.comView on SEC.gov ↗

Yarger Wealth Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Laird Yarger ControlManaging Member, Founder, Chief Executive Officer And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Yarger Wealth Strategies, LLC manage?

Yarger Wealth Strategies, LLC reports $470.9 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

Address140 Dorchester Square S., Suite B, Westerville, OH 43081
Phone(614) 882-2954
Fax(614) 882-4027
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1908607
Discloses disciplinary historyNo

Assets under management

Discretionary$418.7M
Non-discretionary$52.2M
Total (RAUM)$470.9M