YARGER WEALTH STRATEGIES, LLC

CRD

310207

SEC file #

801-119409

EIN

270963800

DBA names

—

Economics

AUM

$529.7M

AUM band

$500M-$1B

AUM trajectory

'21 · $283.3M

'22 · $314.3M

'23 · $366.4M

'25 · $470.9M

'26 · $529.7M

'21'26

$283.3M → $529.7M▲ +87%

sec adv history

Client mix

Individuals High Net Worth	152
Individuals Other	64

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 3 advisors

'22 · 3 advisors

'23 · 3 advisors

'25 · 4 advisors

'26 · 4 advisors

'21'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

WESTERVILLE OH

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/20/2026

ADV-W filed at

—

Website

yargerwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

YARGER, JONATHAN, LAIRD

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

YARGER, JONATHAN, LAIRD

WINDERS, THEODORE, WESLEY

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

YARGERWEALTH.COM

Rdap Domain Creation Date

2016-05-09T19:01:38Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

28,547

Form 5500 Compensation Trajectory 3y

2025

28,547

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

28,547

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001908607

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-15

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001951757-26-000844

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2793

Soi Zip Pct 200k Plus

0.0643

Soi Zip Returns 200k Plus

2,220

Soi Zip Total AGI

2,894,833

Fdic Zip Total Deposits

30,344,897,000

Fdic Zip Branch Count

505

Fdic Zip Top Banks

The Huntington National Bank

JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

140 DORCHESTER SQUARE S.SUITE BWESTERVILLE, OH 43081

Business

140 DORCHESTER SQUARE S.SUITE BWESTERVILLE, OH 43081

Edgar EIN

270963800

Edgar Recent Filings

13F-HR2026-05-13 · 0001951757-26-000844

13F-HR2026-01-22 · 0001951757-26-000273

Fdic Zip Branches Raw

Society National BankWesterville, OH

Fdic Zip HHI

796.39

Fdic Zip Top Bank Share Pct

18.72

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-05-09T19:01:38Z

Rdap Domain Last Changed

2022-11-18T22:29:25Z

Rdap Nameservers

Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	87,791
Returns	7,100

Stub 2

AGI	277,165
Returns	7,390

Stub 3

AGI	377,103
Returns	6,100

Soi Zip Total Business Income

83,741

Soi Zip Total Cap Gains

75,304

Soi Zip Total Dividends

41,493

Soi Zip Total Returns

34,550

Top Owner CRD

2141363

Trust Company Affiliate