Kiley Juergens Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Olympia, WA. Its latest Form ADV filing, dated March 12, 2026, reports $2.2B in regulatory assets under management, 26 employees, and 6,799 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
2,319
2
HNWI
20.1%
618
3
Pension Plans
2.5%
77
4
Charitable
1.8%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 12, 2026
Discretionary86.8%
$1.9B
87% of total RAUM86.8%
Non-discretionary13.2%
$290M
13% of total RAUM13.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts6,799
10Y AUM Change+$1.8B (+518.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee118:1
10Y Employee Change+19 (+271.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.