Wealth Manager
    SEC Registered
    Manages Private Funds

    Kiley Juergens Wealth Management, LLC

    Registered investment advisor · Olympia, Washington · CRD #151088

    Assets Under Management
    $2.2B
    Client Accounts
    6,799
    Employees
    26
    CRD Number
    151088
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kiley Juergens Wealth Management, LLC

    Kiley Juergens Wealth Management, LLC is a registered investment advisory firm based in Olympia, Washington, offering personalized investment advisory services and financial planning. They focus on disciplined investment management and tax-efficient strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Kiley Juergens Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Kiley Juergens Wealth Management, LLC's AUM?

    Kiley Juergens Wealth Management, LLC reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kiley Juergens Wealth Management, LLC headquartered?

    Kiley Juergens Wealth Management, LLC is headquartered in Olympia, Washington.

    What is Kiley Juergens Wealth Management, LLC's CRD number?

    Kiley Juergens Wealth Management, LLC's CRD number is 151088. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kiley Juergens Wealth Management, LLC manage?

    Kiley Juergens Wealth Management, LLC manages approximately 6,799 client accounts according to its latest SEC filing.

    Is Kiley Juergens Wealth Management, LLC SEC registered?

    Yes, Kiley Juergens Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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