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, individual-owned LLC providing advisory services since 2009. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm reports affiliations with a broker-dealer and an insurance company and is not positioned as an active ESG investor or a multi-state adviser. Kiley Juergens was recognized by FA Magazine in 2020 on its Top RIA Firms list.
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 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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