Yarger Wealth Strategies, LLC
Yarger Wealth Strategies, LLC is an SEC-registered wealth manager in Westerville, OH with $529.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Yarger Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310207, SEC 801-119409, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $529.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Westerville, OH
- Employees
- 4
- Clients
- 216
- CRD
- 310207
- Ownership
- YARGER, JONATHAN, LAIRD; WINDERS, THEODORE, WESLEY
How much AUM does Yarger Wealth Strategies, LLC have?
Yarger Wealth Strategies, LLC reported $529.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Yarger Wealth Strategies, LLC?
Disclosed owners and executives of Yarger Wealth Strategies, LLC include YARGER, JONATHAN, LAIRD, WINDERS, THEODORE, WESLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.