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| Kiley Juergens Wealth Management LLC
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| CRD # | 151088 |
| SEC # | 801-70467 |
| CIK # | 0001723223 |
| AUM | 2,200.2 M (2026-06-17) |
| Employees | 26 (23% Investors, 8% Brokers) |
| Fees | |
| Minimum | |
| Phone | 360-350-4747 |
| Address | 2409 Pacific Ave SE Olympia, WA 98501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001723223 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.5 | ||
| Apple Inc | 36.2 | ||
| Costco Wholesale Corp /NEW | 33.4 | ||
| Nvidia Corp | 27.2 | ||
| Amazon Com Inc | 20.1 | ||
| Alphabet Inc | 19.3 | ||
| Broadcom Inc | 16.3 | ||
| Caterpillar Inc | 12.5 | ||
| Starbucks Corp | 10.3 | ||
| SPDR Gold Trust | 7.4 | ||
| GE Vernova Inc | 6.3 | ||
| Tesla Motors Inc | 5.7 | ||
| Lilly Eli & Co | 5.4 | ||
| Timberland Bancorp Inc | 4.7 | ||
| Alphabet Inc | 4.6 | ||
| Heritage Financial Corp /WA/ | 4.6 | ||
| Boeing Co | 4.4 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Johnson & Johnson | 3.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,319 | 0.5 |
| (b) Individuals (high net worth individuals) | 618 | 1.2 |
| (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 | 77 | 0.3 |
| (h) Charitable organizations | 56 | 0.2 |
| (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 | 6,799 | 2.2 |
| By Discretionary | ||
| Discretionary | 6,674 | 1.9 |
| Non-Discretionary | 125 | 0.3 |
| Total | 6,799 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 6,799 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001723223] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
WY | 2,215.9 M |
|
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ValueQuest Investment Advisors Private Ltd
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2,201.2 M | |
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PA | 2,191.4 M |
|
Wealthplan Investment Management LLC
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|
NE | 2,185.2 M |
|
Nadler Financial Group Inc
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|
IL | 2,184.9 M |
|
The Investment Counsel Company of Nevada
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|
NV | 2,181.3 M |