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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus catalyst
- Established Date
- 08-27-2009
- Office Locations
- 1
Office Locations
About Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management is an independent, fiduciary wealth management firm in Olympia, WA providing comprehensive planning, retirement income strategy, and estate/wealth-transfer consulting. The team builds client portfolios with an emphasis on asset allocation, risk management, and ETF/mutual-fund implementation, and works with retirement-focused households. Custody is primarily with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARTIN EDWIN JUERGENS
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #4604990
- Ownership
- 25% but less than 50%
JOHN FRANCIS KILEY III
President
- CRD
- #2343432
- Ownership
- 25% but less than 50%
Frontier zenith
Vector zenith delta
- CRD
- #11980
- Ownership
- 38.9%
Showing 2 of 10 owners & executives
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TIMOTHY DAVID HUME
--
- CRD
- #6901076
CARLY JORDAN SIPE
--
- CRD
- #7804297
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,910,210,265 | $286,217 |
| Non-Discretionary | $290,009,803 | $2,320,078 |
| Total | $2,200,220,068 | $323,609 |
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Separately Managed Accounts
Total SMA Asset: $2,200,220,068
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,025,454,986 | 24.8% |
| Equity - Exchange | $702,375,519 | 8.6% |
| Municipal Bonds | $1,674,267,227 | 20.5% |
| Cash | $1,584,428,497 | 19.4% |
| Private Funds | $2,180,630,974 | 26.7% |
| Total | $8,167,157,203 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME WAVE VITAL | ALPHA MOMENTUM | UK394THFC | MNO | 2.22% | $19,523,070 |
| VERTEX FRONTIER PIONEER | OAK WAVE | YSMLWZ4YG | UOBG | 1.32% | $36,381,287 |
| MERIDIAN PRIME | ALPHA WAVE | 25VC2EESX | WYU | 6.62% | $14,858,839 |
| HORIZON VERTEX INSIGHT | EMBER CATALYST | ZRLFAOQ76 | PZBR | 6.63% | $31,256,515 |
| VECTOR FOCUS | DELTA FOUNDATION | X0EPR2GIR | CKZVH | 4.15% | $73,705,448 |
| HARBOR EMBER OAK | SIGNAL DELTA | AYAOQ7DJ9 | CDET | 3.70% | $7,040,638 |
| NORTH SUMMIT | WAVE PATHWAY | Q9N83AKOC | ALP | 6.75% | $73,093,567 |
| BEACON FRONTIER OPTIMA | PEAK CREST | R47IOOB5N | KFJO | 0.84% | $103,944,817 |