Kiley Juergens Wealth Management, LLC
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
FINTRXOverview
Kiley Juergens Wealth Management, LLC is an independent, individual-owned RIA that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (initial registration in 2009) and offers a mix of fee arrangements, including percentage-of-AUM billing, hourly fees, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm maintains industry relationships with broker-dealers and insurance companies, and received recognition as a Top RIA Firm from FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities23%
- State & Local Bonds9%
- Cash & Cash Equivalents6%
- Private Funds1%
Contacts
3 of 12
Timothy Hume
Wealth AdvisorCRD 6901076
Robert Heck
Co-OwnerCRD 6244995
Mark Boyer
Wealth Advisor, PrincipalCRD 5516829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$212M in ETFs
96%
$204M
1%
$8.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $37.6M | 51,106 | 17.71% |
Location
Olympia, WA
Thurston
Location
Olympia, WA
Headquartered in Olympia, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Thurston
- Address
- 2409 Pacific Ave Se
- Time zone
- PT (UTC-8)
- Office locations
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