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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

YARGER WEALTH STRATEGIES, LLC

CRD 310207

WESTERVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a0baeef-8b39-b2bd-2c8e-caa628a5369a

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Aug 6, 2020 to Aug 19, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Yarger Wealth Strategies, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $530MItem 5.F on the latest filing (2026-08-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $530M
Private client RAUM: $518MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 753
Individual clients: 64
High net worth clients: 152
Custody, client assets: $207M
SEC number: 801-119409
CIK: 1908607
CRD: 310207
Filings on the tape: 22
First filed: Aug 6, 2020
Latest filed: Aug 19, 2026
Organised: Limited Liability Company, OH
Website: yargerwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN LAIRD YARGER	n/a	WESTERVILLE, OH	5	29	5	no
TIMOTHY MARK SCHOLTEN	n/a	WESTERVILLE, OH	5	32	5	no
NAOMI SUE ROBERTS	n/a	WESTERVILLE, OH	5	25	6	no
THEODORE WESLEY WINDERS	Certified Financial Planner\|Chartered Financial Analyst	WESTERVILLE, OH	3	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
YARGER, JONATHAN, LAIRD	MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	07/2020	Aug 6, 2020	Feb 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 20, 2026	$530M	$530M	4	4	n/a	n/a
2024	Mar 19, 2025	$471M	$419M	4	4	n/a	n/a
2023	Feb 16, 2024	$402M	$341M	4	4	n/a	n/a
2022	Feb 28, 2023	$311M	$261M	4	3	n/a	n/a
2021	Mar 10, 2022	$366M	$295M	4	3	n/a	n/a
2020	Mar 11, 2021	$314M	$249M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$530M	$471M	12.5%	$311M	19.5%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	3	Oct 12, 2020	Oct 1, 2020	WESTERVILLE, OH	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (4)

← THEODORE WESLEY WINDERSAdvisorregistration: current employment
Apr 5, 2023 to presentfactForm ADV
← JONATHAN LAIRD YARGERAdvisorregistration: current employment
Oct 1, 2020 to presentfactForm ADV
← TIMOTHY MARK SCHOLTENAdvisorregistration: current employment
Oct 1, 2020 to presentfactForm ADV
← NAOMI SUE ROBERTSAdvisorregistration: current employment
Oct 1, 2020 to presentfactForm ADV

Controls (1)

← YARGER, JONATHAN, LAIRDOwnerMANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 6, 2020 to Feb 16, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser3 advisors, team lift out, same day
Oct 12, 2020 to Oct 1, 2020factForm ADV

Dated events

Occurred
Aug 6, 2020
First Form ADV filing
Yarger Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a0baeef-8b39-b2bd-2c8e-caa628a5369a
First observed: Aug 6, 2020
Last observed: Aug 19, 2026 31 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

YARGER WEALTH STRATEGIES, LLC

CRD 310207

WESTERVILLE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a0baeef-8b39-b2bd-2c8e-caa628a5369a

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN LAIRD YARGER

n/a

WESTERVILLE, OH

TIMOTHY MARK SCHOLTEN

n/a

WESTERVILLE, OH

NAOMI SUE ROBERTS

n/a

WESTERVILLE, OH

THEODORE WESLEY WINDERS

Certified Financial Planner|Chartered Financial Analyst

WESTERVILLE, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

YARGER, JONATHAN, LAIRD

MANAGING MEMBER, FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

07/2020

Aug 6, 2020

Feb 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$530M

n/a

2024

Mar 19, 2025

$471M

$419M

n/a

2023

Feb 16, 2024

$402M

$341M

n/a

2022

Feb 28, 2023

$311M

$261M

n/a

2021

Mar 10, 2022

$366M

$295M

n/a

2020

Mar 11, 2021

$314M

$249M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$530M

$471M

12.5%

$311M

19.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 12, 2020

Oct 1, 2020

WESTERVILLE, OH

Team lift out

Ibd to new firm

0.1%