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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between September 18, 2025 and July 17, 2026, reported AUM increased 17.5%, from $1.9B to $2.2B.
Across 5 reported observations, AUM increased 73.4% between October 20, 2022 and July 17, 2026, from $1.3B to $2.2B.
Of the latest reported AUM, 86.8% is discretionary and 13.2% is non-discretionary.
The firm reports 6 advisory representatives and 3,070 clients, or 511.7 clients per representative. That equates to $716.7K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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%
Showing 2 of 10 owners & executives
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TIMOTHY DAVID HUME
Wealth Advisor
- CRD
- #6901076
CARLY JORDAN SIPE
Wealth Advisor
- 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
SMA allocation detail is available
Kiley Juergens Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kiley Juergens Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.