# YARGER WEALTH STRATEGIES, LLC

YARGER WEALTH STRATEGIES, LLC of WESTERVILLE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 310207
- Type: SEC-registered investment adviser
- SEC file number: 801-119409
- Location: 140 DORCHESTER SQUARE S., WESTERVILLE, OH, 43081
- Phone: (614) 882-2954
- Latest filing: 2026-03-20
- Regulatory AUM: $529.7M
- Discretionary AUM: $529.7M
- Clients: 4
- Accounts: 753

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310207/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310207/similar
- Related entities: https://search.stillhousedata.com/firm/310207/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310207

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.