KILEY JUERGENS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2009

Total AUM

$2.2B

Discretionary

$1.9B

87% of AUM

Avg account

$324K

Accounts

6,799

Employees

Advisory reps

Firm details

Headquarters: OLYMPIA, Washington
CRD number: 151088
Registered since: August 27, 2009
Website: www.kj-wm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.95%
Individuals23.14%
Pension & Profit Sharing Plans13.09%
Charitable Organizations7.83%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kiley Juergens Wealth Management, LLC is an SEC-registered investment adviser formed as an LLC in 2009 and operated by an individual owner. The firm serves a mix of individual and family clients as well as institutional relationships and functions as a capital allocator. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. The firm is not positioned as an ESG-active investor and does not appear to operate as a multi-state adviser. It maintains industry relationships with a broker‑dealer and an insurance company. Kiley Juergens Wealth Management received recognition from FA Magazine in 2020 as a Top RIA Firm.