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Building 2YARGER WEALTH STRATEGIES, LLC

Map pinWESTERVILLE, OH
Phone(614) 882-2954
NotebookSEC #801-119409
Total AUM
$529.7M
Employees
4
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 DORCHESTER SQUARE S.
SUITE B
WESTERVILLE
OH 43081
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(614) 882-2954

ReceiptFinancials

Total AUM
$529.7M
Accounts
753
Discretionary
$529.7M
Accounts
753
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$11.8M
HNW Individual Clients
152
AUM
$506M
Corporation or Business Clients
1
AUM
$11.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCNEOHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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