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 registered investment adviser formed in 2020 that serves individual and family clients. The firm operates as a capital allocator: it provides financial planning and portfolio management for individuals and small businesses, offers pension consulting-style services, and performs selection of other advisers when appropriate. Its fee model combines percentage-of-AUM billing with fixed fees. Yarger does not characterize itself 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 1THEODORE WINDERS
Partner, Co-CIOCRD 5811529
Contacts
3 of 3NAOMI 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 77Active vs passive
$173M in ETFs
39%
$67.6M
52%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE DIVIDEND GROWTH ETF (TDVG) | T. Rowe Price | Active | Large Blend | $17.5M | 391,220 | 10.07% |
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
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