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KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD 151088 · SEC 801-70467
2409 PACIFIC AVE SE, OLYMPIA, WA, 98501, United States
Phone
360-350-4747
Fax
360-350-4744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.20B
Discretionary AUM
$1.91B
Team
26 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2319 | $509.0M |
| High net worth individuals | 618 | $1.23B |
| Pension/profit sharing plans | 77 | $288.0M |
| Charitable organizations | 56 | $172.3M |
States served
AK, AZ, CA, CO, GA, ID, LA, MI, MN, MT, NE, OR, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD