Yarger Wealth Strategies, Llc
- Regulatory AUM
- $530M
- Discretionary
- $530M
- Clients
- 216
- Avg AUM / client
- $2.5M
- Accounts
- 753
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $11.8M | 2.22% |
| High net worth individuals | 152 | $506M | 95.5% |
| Corporations and other businesses | Fewer than 5 clients | $11.9M | 2.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| New Albany Company 401(k) Plan New Albany Company | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Laird Yarger | Managing Member, Founder, Chief Executive Officer And Chief Compliance Officer | Chartered Financial Consultant | Jul 2020 (6y) | 75% or more |
| Naomi Sue Roberts | Registered representative | Oct 2020 (6y) | ||
| Timothy Mark Scholten | Registered representative | Oct 2020 (6y) | ||
| Theodore Wesley Winders | Registered representative | CFP CFA | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| New Albany Company 401(k) Plan | New Albany Company | 203 | $19.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $525M (99% of AUM) Mar 2026
- John Hancock Life Insurance Company $42.6M (12% of AUM) Jan 2023
- John Hancock Funds, Llc $36.2M (13% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗