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| Yarger Wealth Strategies LLC
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|---|---|
| CRD # | 310207 |
| SEC # | 801-119409 |
| CIK # | 0001908607 |
| AUM | 529.7 M (2026-03-20) |
| 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) | |
|---|---|---|---|
| CryoLife Inc | 15.3 | ||
| Apple Inc | 10.8 | ||
| Amazon Com Inc | 7.5 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Nvidia Corp | 3.7 | ||
| Alphabet Inc | 3.3 | ||
| Microsoft Corp | 2.7 | ||
| DSW Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 11.8 |
| (b) Individuals (high net worth individuals) | 152 | 506.0 |
| (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 | 0.0 |
| (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 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 753 | 529.7 |
| By Discretionary | ||
| Discretionary | 753 | 529.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 753 | 529.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 529.7 | |
| Total | 753 | 529.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908607] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |
|
Santa Barbara Mgmt LLC
✚
|
IL | 530.2 M |
|
Matheson & Rock Wealth Management LLC
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|
IA | 530.0 M |
|
Barrett & Company Inc
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|
RI | 529.7 M |
|
Mindful Asset Planning LLC
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|
MN | 529.5 M |
|
Benefit Fiduciary Group LLC
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|
VA | 529.4 M |
|
COWA LLC
✚
|
OK | 529.4 M |
|
Navigate Private Wealth LLC
✚
|
UT | 529.2 M |
|
Orin Green Financial LLC
✚
|
CA | 528.8 M |
|
Measured Wealth Private Client Group LLC
✚
|
NH | 528.3 M |