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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-09-2020
- Office Locations
- 1
Office Locations
About Yarger Wealth Strategies, LLC
Yarger Wealth Strategies is a fee-based fiduciary RIA providing concierge-level wealth management and planning for high-net-worth individuals, executives, and select organizations, including corporate retirement plan support. Led by partners Jon Yarger and Ted Winders (Co-Chief Investment Officers), the team builds diversified, tax-aware portfolios using ETFs and other public funds, with exposure to alternatives and fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN LAIRD YARGER
Chief Compliance Officer, Chief Executive Officer, Co-Chief Investment Officer, FOUNDER, Partner
- CRD
- #2141363
- Ownership
- 75% or more
THEODORE WESLEY WINDERS
Co-Chief Investment Officer, PARTNER
- CRD
- #5811529
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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NAOMI SUE ROBERTS
Director
- CRD
- #4181708
TIMOTHY MARK SCHOLTEN
Investment Executive
- CRD
- #2382671
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $529,689,928 | $703,439 |
| Non-Discretionary | $0 | -- |
| Total | $529,689,928 | $703,439 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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