YARGER WEALTH STRATEGIES, LLC of WESTERVILLE, OH is an SEC-registered investment adviser (CRD 310207). Regulatory assets under management: $529.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jonathan Laird Yarger | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND CO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| YARGER JONATHAN LAIRD | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Theodore Wesley Winders | PARTNER AND CO-CHIEF INVESTMENT OFFICER | — |