YARGER WEALTH STRATEGIES, LLC

140 Dorchester Square S.
Suite B
Westerville, Ohio 43081
Tel: (614) 882-2954

About YARGER WEALTH STRATEGIES, LLC

YARGER WEALTH STRATEGIES, LLC, formally registered with the SEC as YARGER WEALTH STRATEGIES, LLC. The firm was established in 09/09/2020. They have over 1 offices throughout the country.

YARGER WEALTH STRATEGIES, LLC is a Westerville, Ohio based Financial Planning firm with nearly $401,559,081 assets under management, offering retirement planning & investment advisory services to 599 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310207
SEC#	801-119409
Assets Managed by Firm	$401,559,081
No. of Clients	599
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	599	$401,559,081
Individuals (other than high net worth individuals)	80	$19,882,412
High net worth individuals	104	$346,340,800
Pension and profit sharing plans	Fewer than 5 clients	$29,993,753
Corporations or other businesses	Fewer than 5 clients	$5,342,116

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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