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YARGER WEALTH STRATEGIES, LLC
CRD 310207File 801-119409
APPROVED
Retail clients
Custody
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$529.7M
Above cohort median (national)
Discretionary AUM
$529.7M
Clients
216
753 accounts
Employees
4
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 9, 2020
- Principal office
- 140 DORCHESTER SQUARE S., SUITE B, WESTERVILLE, OH, 43081
- Phone
- (614) 882-2954
- Website
- https://www.yargerwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $529.7M
- Discretionary AUM
- $529.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 753
- Non-discretionary accounts
- 0
- Total accounts
- 753
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.9M |
| High net worth individuals | 152 | $506.0M |
| Individuals (other than high net worth individuals) | 64 | $11.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 201 | 216 | increased by15 |
| Apr 1, 2026 | AUM | $470,930,540 | $529,689,928 | increased by$58,759,388 |
| Apr 1, 2026 | Accounts | 671 | 753 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 183 | 201 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $366,431,011 | $470,930,540 | increased by$104,499,529 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 506 | 671 | increased by165 |
| Apr 1, 2022 | Clients | 170 | 183 | increased by13 |
| Apr 1, 2022 | AUM | $314,280,625 | $366,431,011 | increased by$52,150,386 |
| Apr 1, 2022 | Accounts | 503 | 506 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “YARGER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YARGER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.