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, privately owned RIA organized as an LLC that provides advice primarily to individuals and families. The firm is registered with the SEC (registered in 2020) and positions itself as a capital allocator that combines financial planning with portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Service offerings emphasize financial planning, discretionary portfolio management, and the selection of third‑party advisers; the firm does not identify 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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities14%
- Private Funds11%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth 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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