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YARGER WEALTH STRATEGIES, LLC

WESTERVILLE, OH · CRD 310207 · IAPD ↗ · yargerwealth.com · (614) 882-2954

$529.7MRegulatory AUM
4Advisory reps
4Employees
4Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — YARGER WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($470.9M -> $529.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2025 — YARGER WEALTH STRATEGIES, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2024 — YARGER WEALTH STRATEGIES, LLC reported RAUM up 29% ($310.6M -> $401.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.