WESTERVILLE, OHCRD 310207Latest ADV March 20, 2026
Yarger Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westerville, OH. Its latest Form ADV filing, dated March 20, 2026, reports $530M in regulatory assets under management, 4 employees, and 753 accounts.
Assets Under Management
$530M
Employees
4
Offices
--
Total Clients
216
Primary office
WESTERVILLE, OH
140 DORCHESTER SQUARE S., SUITE B, WESTERVILLE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.4% of total clients.
Top client categories% of clientsClients
1
HNWI
70.4%
152
2
Individuals
29.6%
64
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$530Mas of March 20, 2026
Discretionary100.0%
$530M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$530M
Total Accounts753
10Y AUM Change+$530M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.