Kiley Juergens Wealth Management, LLC
● SEC registered since 2009CRD 151088SEC# 801-70467Olympia, WA
Reg. AUM
$2.2B
Employees
26
Accounts
6,799
Location
Olympia, WA
Kiley Juergens Wealth Management, LLC assets under management
Kiley Juergens Wealth Management, LLC is an SEC-registered investment adviser based in Olympia, WA. The firm has been registered since 2009. It reports $2.2 billion in regulatory assets under management and employs 26 people.
Kiley Juergens Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brooke Lynn Juergens | Member | Under 5% | 2025 |
| John F Kiley | Member | Under 5% | 2025 |
| John Francis Kiley Control | Member, President | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Kiley Juergens Wealth Management, LLC manage?
Kiley Juergens Wealth Management, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Kiley Juergens Wealth Management, LLC have?
Kiley Juergens Wealth Management, LLC reports 26 employees.
Where is Kiley Juergens Wealth Management, LLC located?
Kiley Juergens Wealth Management, LLC is based in Olympia, WA and has been SEC-registered since 2009.
Does Kiley Juergens Wealth Management, LLC disclose fund performance?
Kiley Juergens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2409 Pacific Ave SE, Olympia, WA 98501 |
| Phone | 360-350-4747 |
| Fax | 360-350-4744 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.2B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$2.2Bregulatory AUM
Discretionary $1.91BNon-discretionary $290M