Data / Investment advisers / Washington / Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management, LLC, Olympia, WA: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kiley Juergens Wealth Management, LLC is an SEC registered investment adviser with its main office in Olympia, Washington and reports $2.2 billion in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Kiley Juergens Wealth Management, LLC (CRD number 151088): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151088
- SEC file number
- 801-70467
- SEC status
- Approved, effective August 27, 2009
- Main office
- 2409 Pacific Ave Se, Olympia, WA 98501
- Phone
- (360) 350-4747
- Website
- kj-wm.com
- Regulatory AUM
- $2,200,220,068 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $1,910,210,265
- Non discretionary AUM
- $290,009,803
- Accounts
- 6,799
- Employees
- 26, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 618 | $1.23 billion |
| Individuals (other than high net worth individuals) | 2,319 | $509 million |
| Pension and profit sharing plans | 77 | $288 million |
| Charitable organizations | 56 | $172.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.20 billion | March 12, 2026 |
| December 1, 2025 | $1.87 billion | September 18, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aerie Advisory Group LLC | Gig Harbor | $2.52 billion | Not listed | adviserinfo.sec.gov |
| Steelhead Partners, LLC | Seattle | $2.51 billion | 2 | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | $2.39 billion | 1 | adviserinfo.sec.gov |
| Milliman Advisors, LLC | Seattle | $2.32 billion | Not listed | adviserinfo.sec.gov |
| Kosmos Management LLC | Seattle | $2.21 billion | 13 | adviserinfo.sec.gov |
| Private Advisory | Redmond | $2.14 billion | Not listed | adviserinfo.sec.gov |
| Goldfinch Partners | Bellevue | $2.09 billion | 7 | adviserinfo.sec.gov |
| SCS | Bellevue | $1.94 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Kiley Juergens Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.