YARGER WEALTH STRATEGIES, LLC
CRD #310207 SEC #801-119409 WESTERVILLE, OH (614) 882-2954
SEC Registered
Total AUM
$470.9M
Discretionary
$418.7M
Employees
4
Clients
101
Accounts
671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $470.9M | $418.7M | $52.2M | 4 | 0 |
| Mar 2025 | $470.9M | $418.7M | $52.2M | 4 | 0 |
| Mar 2025 | $470.9M | $418.7M | $52.2M | 4 | 0 |
| Feb 2024 | $401.6M | $340.7M | $60.8M | 4 | 0 |
| Sep 2023 | $310.6M | $260.8M | $49.8M | 4 | 0 |
| Apr 2023 | $310.6M | $260.8M | $49.8M | 4 | 0 |
| Feb 2023 | $310.6M | $260.8M | $49.8M | 4 | 0 |
| Jan 2023 | $366.4M | $295.3M | $71.1M | 4 | 0 |
| Jun 2022 | $366.4M | $295.3M | $71.1M | 4 | 0 |
| Mar 2022 | $366.4M | $295.3M | $71.1M | 4 | 0 |
| Apr 2021 | $314.3M | $249.3M | $65M | 4 | 0 |
| Mar 2021 | $314.3M | $249.3M | $65M | 4 | 0 |
| Jan 2021 | $283.3M | $225.2M | $58.2M | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 2 | 0 |
| Aug 2020 | $0 | $0 | $0 | 2 | 0 |
| Aug 2020 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$470.9M
Discretionary$418.7M
Non-Disc.$52.2M
Employees4
Clients0
DateMar 2025
Total AUM$470.9M
Discretionary$418.7M
Non-Disc.$52.2M
Employees4
Clients0
DateMar 2025
Total AUM$470.9M
Discretionary$418.7M
Non-Disc.$52.2M
Employees4
Clients0
DateFeb 2024
Total AUM$401.6M
Discretionary$340.7M
Non-Disc.$60.8M
Employees4
Clients0
DateSep 2023
Total AUM$310.6M
Discretionary$260.8M
Non-Disc.$49.8M
Employees4
Clients0
DateApr 2023
Total AUM$310.6M
Discretionary$260.8M
Non-Disc.$49.8M
Employees4
Clients0
DateFeb 2023
Total AUM$310.6M
Discretionary$260.8M
Non-Disc.$49.8M
Employees4
Clients0
DateJan 2023
Total AUM$366.4M
Discretionary$295.3M
Non-Disc.$71.1M
Employees4
Clients0
DateJun 2022
Total AUM$366.4M
Discretionary$295.3M
Non-Disc.$71.1M
Employees4
Clients0
DateMar 2022
Total AUM$366.4M
Discretionary$295.3M
Non-Disc.$71.1M
Employees4
Clients0
DateApr 2021
Total AUM$314.3M
Discretionary$249.3M
Non-Disc.$65M
Employees4
Clients0
DateMar 2021
Total AUM$314.3M
Discretionary$249.3M
Non-Disc.$65M
Employees4
Clients0
DateJan 2021
Total AUM$283.3M
Discretionary$225.2M
Non-Disc.$58.2M
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0