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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kiley Juergens Wealth Management LLC
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| CRD # | 151088 |
| SEC # | 801-70467 |
| CIK # | 0001723223 |
| AUM | $1.9 B (2025-03-03) |
| Employees | 26 (23% Investors, 23% Brokers) |
| Phone | 360-350-4747 |
| Address | 2409 Pacific Ave SE Olympia, WA 98501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 56.5 | ||
| Costco Wholesale Corp /NEW | 33.3 | ||
| Apple Inc | 32.4 | ||
| Nvidia Corp | 27.3 | ||
| Amazon Com Inc | 20.6 | ||
| Broadcom Inc | 15.6 | ||
| Alphabet Inc | 12.1 | ||
| Starbucks Corp | 10.9 | ||
| Caterpillar Inc | 7.1 | ||
| Lockheed Martin Corp | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,883 | 458.2 |
| (b) Individuals (high net worth individuals) | 386 | 1,190.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 53 | 115.6 |
| (h) Charitable organizations | 50 | 107.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,242 | 1,872.4 |
| By Discretionary | ||
| Discretionary | 6,116 | 1,617.4 |
| Non-Discretionary | 126 | 255.0 |
| Total | 6,242 | 1,872.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,872.4 | |
| Total | 6,242 | 1,872.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723223] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DT Investment Partners LLC
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|
PA | 1.9 |
|
Heartland Advisors Inc
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|
WI | 1.9 |
|
Human Investing LLC
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OR | 1.9 |
|
Heitman Real Estate Securities LLC
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IL | 1.9 |
|
Boston Family Office LLC
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|
MA | 1.9 |
|
Suncoast Equity Management LLC
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|
FL | 1.9 |
|
Avity Investment Management Inc
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|
CT | 1.9 |
|
van Hulzen Asset Management LLC
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|
CA | 1.9 |
|
Albion Management Group
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|
UT | 1.9 |
|
Rather & Kittrell Inc
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|
TN | 1.9 |