Yarger Wealth Strategies, LLC
Firm details
- Headquarters
- Westerville, Ohio
- CRD number
- 310207
- Registered since
- September 9, 2020
- Website
- yargerwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.53%
- Corporations / Businesses2.25%
- Individuals2.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Yarger Wealth Strategies, LLC is an independent, SEC-registered RI A (registered in 2020) structured as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. It operates as a capital allocator, combining discretionary asset management with fee arrangements that include both percentage‑of‑AUM and fixed fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents10%
- Private Funds8%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Theodore Winders
Partner, Co-CIOCRD 5811529
Contacts
3 of 3
Naomi Roberts
Director of OperationsCRD 4181708
Jonathan Yarger
Founding PartnerCRD 2141363
Timothy Scholten
Investment ExecutiveCRD 2382671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$194M in ETFs
41%
$78.7M
51%
$116M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE DIVIDEND GROWTH ETF (TDVG) | T. Rowe Price | Active | Large Blend | $19.6M | 395,595 | 10.09% |
Location
Westerville, OH
Franklin
Location
Westerville, OH
Headquartered in Westerville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 140 Dorchester Sq S
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wealthbridge Capital Management, LLC
RIAWesterville, OH
Swisher Financial Concepts, Inc.
RIAWesterville, OH
Polaris Financial Partners, LLC
RIAWesterville, OH
Retirement Plans, Inc.
RIAWesterville, OH
Jericho Financial
RIAWesterville, OH
Shaffer Capital
RIAWesterville, OH