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Partner and Co-Chief Investment Officer · Yarger Wealth Strategies, LLC

Theodore W. Winders

CRD 5811529 · Named on Form ADV at one SEC-registered adviser

At a glance

Yarger Wealth Strategies, LLC, an SEC-registered wealth manager based in Westerville, OH with $530 million in regulatory assets, lists Theodore W. Winders on its Form ADV as Partner and Co-Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Theodore’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jonathan L. YargerFounder, Chief Executive Officer, Chief Compliance Officer, and Co-Chief Investment Officer, Yarger Wealth Strategies, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Theodore’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.