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| Kiley Juergens Wealth Management LLC
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| |
|---|---|
| CRD # | 151088 |
| SEC # | 801-70467 |
| CIK # | 0001723223 |
| AUM | $1.6 BB (2024-02-20) |
| Employees | 22 (27% Investors, 27% Brokers) |
| Phone | 360-350-4747 |
| Address | 2409 Pacific Ave SE Olympia, WA 98501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 51.9 | |
| AAPL | 2,382,844.0 | 33.7 | |
| COST | 207,576.9 | 28.1 | |
| NVDA | 399,550.0 | 20.7 | |
| AMZN | 1,092,997.8 | 18.4 | |
| GOOGL | 1,475,138.5 | 13.0 | |
| SBUX | 87,554.3 | 9.2 | |
| CAT | 99,975.7 | 6.2 | |
| HFWA | 875.1 | 4.3 | |
| BA | 82,059.9 | 4.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,337 | 347.8 |
| (b) Individuals (high net worth individuals) | 378 | 990.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 196.9 |
| (h) Charitable organizations | 41 | 87.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,873 | 1,621.9 |
| By Discretionary | ||
| Discretionary | 5,748 | 1,389.7 |
| Non-Discretionary | 125 | 232.2 |
| Total | 5,873 | 1,621.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,621.9 | |
| Total | 5,873 | 1,621.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001723223] |
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|---|---|---|
|
GIA Partners LLC
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|
NY | 1.6 |
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Argos Capital Partners LLC
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MO | 1.6 |
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Quadrant Private Wealth Management LLC
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PA | 1.6 |
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Keebeck Partners LLC
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IL | 1.6 |
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AMI Asset Management Corp
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CA | 1.6 |
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Crewe Advisors LLC
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UT | 1.6 |
|
Transamerica Financial Advisors Inc
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FL | 1.6 |
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Pembroke Management Ltd
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|
1.6 | |
|
Nadler Financial Group Inc
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IL | 1.6 |
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Moody Lynn Lieberson & Walker LLC
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MA | 1.6 |