Yarger Wealth Strategies is an investment advisor in Westerville with $310.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270963800
SEC advisor number
801-119409
FINRA CRD number
310207
AUM ?
$310.60 mm
(as of 6 Apr 23)
Accounts
518
(as of 6 Apr 23)
Employees
4
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Yarger, Jonathan, Laird | Managing Member, Founder, Chief Executive Officer and Chief Compliance Officer | 07/2020 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22