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 SEC-registered investment adviser organized as an LLC and active since 2009. The firm serves both individual and family clients as well as institutional relationships, and acts as a capital allocator that uses third-party managers in its solutions. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm bills clients on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. Industry affiliations listed in FINTRX include relationships with a broker‑dealer and an insurance company. Kiley Juergens Wealth Management was named among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Carly Sipe
Wealth AdvisorCRD 7804297
Lauren Juergens
CRD 8052504
John Kiley
MemberCRD 6660382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$185M in ETFs
96%
$178M
1%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $29.8M | 51,584 | 16.13% |
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
Similar firms
Soundview Advisors
RIAOlympia, WA
Capstone Investment Group
RIAOlympia, WA
Stapp Wealth Management, Pllc
RIAOlympia, WA
Byrne & Company Wealth Management, LLC
RIAOlympia, WA
Prentice Financial Planning, LLC
RIAOlympia, WA
GK Capital Partners
RIAOlympia, WA