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YARGER WEALTH STRATEGIES, LLC
CRD 310207 · SEC 801-119409
140 DORCHESTER SQUARE S., SUITE B, WESTERVILLE, OH, 43081, United States
Phone
(614) 882-2954
Fax
(614) 882-4027
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.7M
Discretionary AUM
$529.7M
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $11.8M |
| High net worth individuals | 152 | $506.0M |
States served
LA, NE, NC, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD