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 formed as an LLC and owned by an individual. The firm provides financial planning and portfolio management for individuals and small businesses, and it also offers pension consulting and selection of other advisers. It acts as a capital allocator, charging clients either a percentage of assets under management or fixed fees. The practice is oriented to individual and family clients rather than institutional or multi-state advisory platforms, and it does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities14%
- Private Funds11%
- Cash & Cash Equivalents7%
- 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
Timothy Scholten
Investment ExecutiveCRD 2382671
Jonathan Yarger
Founding PartnerCRD 2141363
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
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