# Yarger Wealth Strategies

Yarger Wealth Strategies is a Bank / Wealth / Trust based in Westerville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westerville, United States
- **Region:** North America
- **Address:** Westerville, OH, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** yargerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/yarger-wealth-strategies-llc

## Regulatory record

- **CRD number:** 310207
- **SEC file number:** 801-119409
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310207

## About

Yarger Wealth Strategies was founded in 2010 and is headquartered in Westerville, Ohio. The firm provides investment advisory and financial planning services to a client base that includes high-net-worth individuals, trusts, and estates. Its service model integrates portfolio management with broader wealth planning disciplines, reflecting a structure common among independent Midwestern wealth managers focused on multi-generational family relationships. The firm's investment approach centers on personalized portfolio construction, drawing from a mix of traditional asset classes including equities, fixed income, and cash alternatives. Yarger Wealth Strategies typically implements client portfolios through a combination of individual securities and managed products, adjusted for tax sensitivity and estate-planning objectives. Its clients are primarily located in the Ohio market, with service delivery concentrated in the Columbus metropolitan area and surrounding communities. As a smaller advisory practice, Yarger Wealth Strategies operates without the institutional scale or multi-office footprint of larger registered investment advisors. Total assets under advisement and headcount are not publicly disclosed. The firm maintains its core operations in Westerville, a northeastern suburb of Columbus, and has not publicly announced recent expansions, acquisitions, or material leadership changes. The firm's structural profile is that of a traditional independent wealth advisory practice, operating without in-house operating companies, private-market vehicles, or a philanthropic foundation arm. Its distinction lies in its role as a locally embedded advisor for Central Ohio families — a model built on continuity and planning integration rather than product breadth or institutional deal flow.

## Questions

### What types of clients does Yarger Wealth Strategies serve?

The firm works with high-net-worth individuals, trusts, and estates. Its client base is concentrated in the Central Ohio region, reflecting a locally focused advisory model that emphasizes long-term family relationships.

### Does Yarger Wealth Strategies operate as a fiduciary?

As a registered investment advisor, the firm is generally held to a fiduciary standard when providing ongoing advisory services, though specific engagement letters should be reviewed for scope and fee structures.

### Where is Yarger Wealth Strategies physically located?

The firm is based in Westerville, Ohio, a suburb northeast of Columbus. It serves clients primarily within the Columbus metropolitan area and surrounding Ohio communities.

### Does the firm have any affiliated operating companies or private investment vehicles?

There is no public record of Yarger Wealth Strategies operating affiliated companies, private equity vehicles, or in-house alternative investment funds. It functions as an independent wealth advisory practice.

## Related profiles

- [Yardley Wealth Management](https://altss.com/profile/yardley-wealth-management)
- [YASKAWA Electric Corporation Pension Fund](https://altss.com/profile/yaskawa-electric-corporation-pension-fund)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/yarger-wealth-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology