Kiley Juergens Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Kiley Juergens Wealth Management reports 3,070 clients. They include 2,319 individual clients, 618 high-net-worth individuals, and 77 pension and profit-sharing plans. Of its assets, 86.8% ($1.91B across 6,674 accounts) are managed with discretion; $290M across 125 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 23% |
| High-net-worth individuals | 20% | 56% |
| Pension and profit-sharing plans | 3% | 13% |
| Charitable organizations | 2% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,319 | $509M | 23.1% | $220K |
| High-net-worth individuals | 618 | $1.23B | 55.9% | $1.99M |
| Pension and profit-sharing plans | 77 | $288M | 13.1% | $3.74M |
| Charitable organizations | 56 | $172M | 7.8% | $3.08M |
| Total | 3,070 | $2.2B | 100% | $717K |
- Clients
- 2,319
- Regulatory AUM
- $509M
- AUM share
- 23.1%
- Avg. per client
- $220K
- Clients
- 618
- Regulatory AUM
- $1.23B
- AUM share
- 55.9%
- Avg. per client
- $1.99M
- Clients
- 77
- Regulatory AUM
- $288M
- AUM share
- 13.1%
- Avg. per client
- $3.74M
- Clients
- 56
- Regulatory AUM
- $172M
- AUM share
- 7.8%
- Avg. per client
- $3.08M
Total
- Clients
- 3,070
- Regulatory AUM
- $2.2B
- AUM share
- 100%
- Avg. per client
- $717K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Kiley Juergens Wealth Management charges 0.70%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.00% |
| $250K–$500K | 0.95% |
| $500K–$1M | 0.90% |
| $1M–$2M | 0.85% |
| $2M–$3.5M | 0.80% |
| $3.5M–$5M | 0.75% |
| $5M and above | 0.70% |
Fee details and sources
Other fees
- Financial Planning Fee
- Financial planning is a fixed or hourly fee: hourly fees will not exceed $350 per hour and flat fees range from $500 to $3,000.
Martin Juergens owns 25% to 50% of Kiley Juergens Wealth Management. Martin Juergens is CEO; the leadership team includes President John Kiley. It has 26 employees, 6 of them in advisory roles.
Leadership
- Martin JuergensMember, Chief Executive Officer, Chief Compliance Officer
- John KileyMember, President
- Mark BoyerMember
- Robert HeckMember
- Lauren JuergensMember
- Mason JuergensMember
- Brooke JuergensMember
- John KileyMember
- Joshua KileyMember
- Luke KileyMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Mark Thomas Boyer
- Robert Dennis Heck
- Timothy David Hume
- Martin Edwin Juergens
- John Francis Kiley III
- Carly Jordan Sipe
Staff
- 26 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 broker-dealer reps
- 6 insurance agents
- Owns 25% to 50% of Kiley Juergens Wealth Management, LLC
Martin Juergens
Control person · since July 2009
- Owns 25% to 50% of Kiley Juergens Wealth Management, LLC
John Kiley
Control person · since July 2009
Kiley Juergens Wealth Management’s regulatory assets grew 2.1× from $1.03B (March 2021) to $2.2B (July 2026); clients rose from 2,183 to 3,070 and employees from 17 to 26.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.2B | 3,070 | 26 | 1 |
| March 2025 | $1.87B | 2,372 | 26 | 1 |
| February 2024 | $1.62B | 2,830 | 22 | 1 |
| July 2023 | $1.28B | 2,973 | 22 | 1 |
| March 2022 | $1.27B | 2,802 | 20 | 1 |
| March 2021 | $1.03B | 2,183 | 17 | 1 |
Besides its headquarters, Kiley Juergens Wealth Management has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 2409 Pacific Ave Se, OlympiaHQ
Contact and registration details
- Legal name
- Kiley Juergens Wealth Management, LLC
- Headquarters
- 2409 Pacific Ave Se, Olympia, WA 98501
- Website
- Not reported
- Phone
- 360-350-4747
- SEC file
- 801-70467
- Structure
- Washington LLC
- Fiscal year end
- December
Kiley Juergens Wealth Management uses Charles Schwab ($1.88B) as custodian for its separately managed accounts. Kiley Juergens Wealth Management has custody of $1.07B in client assets for 2,338 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.88B100%
At year end, Kiley Juergens Wealth Management’s separately managed accounts were mostly in funds (62%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $639M across 241 positions; the largest are Microsoft Corp. (6.6%), Apple Inc. (6.4%) and Invesco Qqq TR (5.9%).
What the accounts hold
- Stocks23%
- Funds62%
- Registered funds61%
- Pooled vehicles1%
- Bonds9%
- Cash6%
Reported 13F holdings
- $639M
- Reported 13F value
- 241
- Positions
- 44.9%
- In the 10 largest
- +12.7%
- Value vs. prior quarter
- Microsoft Corp.6.6%
- Apple Inc.6.4%
- Invesco Qqq TR · Unit Ser 15.9%
- Costco Wholesale Corporation4.9%
- Nvidia Corporation4.9%
- Alphabet Inc. · Cap Stk CL A3.7%
- Amazon Com Inc.3.5%
- Broadcom Inc.3.1%
- Berkshire Hathaway Inc. Del · CL B New3.0%
- Caterpillar Inc.2.9%
Together, the ten largest are 44.9% of reported value.
How many clients does Kiley Juergens Wealth Management have?
Kiley Juergens Wealth Management has 3,070 clients and manages $2.2 billion for them, as of July 2026. They include 2,319 individual clients, 618 high-net-worth individuals, and 77 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does Kiley Juergens Wealth Management offer?
Kiley Juergens Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kiley Juergens Wealth Management charge?
Kiley Juergens Wealth Management charges 0.70%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: KILEY JUERGENS WEALTH MANAGEMENT ADV BROCHURE, filed 17 July 2026
Which custodians does Kiley Juergens Wealth Management use?
Kiley Juergens Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.88B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does Kiley Juergens Wealth Management have?
Kiley Juergens Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 26 employees, and 6 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kiley Juergens Wealth Management invest in?
At the end of its last fiscal year, Kiley Juergens Wealth Management’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 9% state and local bonds, 6% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kiley Juergens Wealth Management?
Kiley Juergens Wealth Management’s direct owners are Martin Juergens and John Kiley, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does Kiley Juergens Wealth Management get paid?
Kiley Juergens Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kiley Juergens Wealth Management?
Kiley Juergens Wealth Management’s main office is at 2409 Pacific Ave Se, Olympia, WA 98501. Its phone number is 360-350-4747.