{
  "crd_number": 310207,
  "slug": "yarger-wealth-strategies-llc-westerville-oh-310207",
  "primary_business_name": "YARGER WEALTH STRATEGIES, LLC",
  "legal_name": "YARGER WEALTH STRATEGIES, LLC",
  "dbas": [],
  "city": "Westerville",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-09-09",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 529689928.0,
  "raum_discretionary": 529689928.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 11764711.0,
      "count": 64
    },
    "high_net_worth_individuals": {
      "raum": 506016247.0,
      "count": 152
    },
    "corporations_other_businesses": {
      "raum": 11908970.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NC",
    "NE",
    "OH",
    "TX",
    "VA"
  ],
  "websites": [
    "https://yargerwealth.com",
    "https://yws.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310207",
  "city_as_filed": "WESTERVILLE",
  "url": "https://advisorcensus.com/firm/yarger-wealth-strategies-llc-westerville-oh-310207",
  "display_name": "Yarger Wealth Strategies, LLC",
  "summary": "Yarger Wealth Strategies, LLC is an SEC-registered investment advisory firm in Westerville, OH, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. Yarger Wealth Strategies, LLC (CRD 310207): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Yarger Wealth Strategies, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Yarger Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Yarger Wealth Strategies, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 19, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Yarger Wealth Strategies, LLC located?",
      "a": "Yarger Wealth Strategies, LLC's principal office is in Westerville, OH, according to its Form ADV."
    },
    {
      "q": "Is Yarger Wealth Strategies, LLC registered with the SEC or a state?",
      "a": "Yarger Wealth Strategies, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310207."
    },
    {
      "q": "How much does Yarger Wealth Strategies, LLC manage?",
      "a": "Yarger Wealth Strategies, LLC reports $529,689,928 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Yarger Wealth Strategies, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Yarger Wealth Strategies, LLC: Regulatory assets under management: $314,280,625 in the October 2021 data and $529,689,928 in the October 2026 data, up 69%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Yarger Wealth Strategies, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (64)."
    },
    {
      "q": "Which custodians does Yarger Wealth Strategies, LLC use?",
      "a": "Yarger Wealth Strategies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Yarger Wealth Strategies, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310207"
    },
    {
      "q": "What changed in Yarger Wealth Strategies, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $470,930,540 to $529,689,928 (+12%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 314280625.0,
      "total_employees": 4,
      "filing_date": "2021-04-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 366431011.0,
      "total_employees": 4,
      "filing_date": "2022-06-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 310603010.0,
      "total_employees": 4,
      "filing_date": "2023-09-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 401559081.0,
      "total_employees": 4,
      "filing_date": "2024-02-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 470930540.0,
      "total_employees": 4,
      "filing_date": "2025-07-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 529689928.0,
      "total_employees": 4,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $470,930,540 to $529,689,928 (+12%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 19, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$2,500",
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.50% to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; the inclusion of financial planning services, and/or the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "Yarger Wealth generally does not impose a minimum relationship size, but does require a minimum annual fee of $2,500."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees range from 0.50% to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; the inclusion of financial planning services, and/or the overall relationship with the Advisor.",
      "Yarger Wealth generally does not impose a minimum relationship size, but does require a minimum annual fee of $2,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/yarger-wealth-strategies-llc-westerville-oh-310207.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 11764711.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 152,
      "fewer_than_5": false,
      "raum": 506016247.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 11908970.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310207",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}