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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Yarger Wealth Strategies LLC
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|---|---|
| CRD # | 310207 |
| SEC # | 801-119409 |
| CIK # | 0001908607 |
| AUM | $470.9 M (2025-07-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 614-882-2954 |
| Address | 140 Dorchester Square S Westerville, OH 43081 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Amazon Com Inc | 6.6 | ||
| Microsoft Corp | 2.9 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Nvidia Corp | 2.4 | ||
| DSW Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 18.0 |
| (b) Individuals (high net worth individuals) | 122 | 400.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 35.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.4 |
| (n) Other | 0 | 0.0 |
| Total | 671 | 470.9 |
| By Discretionary | ||
| Discretionary | 666 | 418.7 |
| Non-Discretionary | 5 | 52.2 |
| Total | 671 | 470.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.9 | |
| Total | 671 | 470.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908607] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trinity Capital Investors
✚
|
MS | 0.5 |
|
and Wealth Partners LLC
✚
|
MD | 0.5 |
|
Harbour Investment Management LLC
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WA | 0.5 |
|
Bridge Creek Capital Management LLC
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|
MA | 0.5 |
|
The Moorings Group LLC
✚
|
GA | 0.5 |
|
Clearbrook Investment Consulting LLC
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|
NY | 0.5 |
|
Hedeker Wealth LLC
✚
|
IL | 0.5 |
|
TowerPoint Wealth LLC
✚
|
CA | 0.5 |
|
Lloyd Capital LLC
✚
|
0.5 | |
|
10th Mountain LLC
✚
|
0.5 |