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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| YARGER, JONATHAN, LAIRD | I | MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (7)
FL LA NC NE OH TX VA
Address
140 DORCHESTER SQUARE S.SUITE B
WESTERVILLE, OH 43081
United States
Phone: (614) 882-2954