{
  "crd_number": 151088,
  "slug": "kiley-juergens-wealth-management-llc-olympia-wa-151088",
  "primary_business_name": "KILEY JUERGENS WEALTH MANAGEMENT, LLC",
  "legal_name": "KILEY JUERGENS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Olympia",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "36500",
  "metro": {
    "cbsa_code": "36500",
    "common_name": "Olympia",
    "msa_name": "Olympia-Lacey-Tumwater, WA",
    "path": "/advisors/wa/olympia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-08-27",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-07-17",
  "carried_forward": false,
  "raum_total": 2200220068.0,
  "raum_discretionary": 1910210265.0,
  "raum_non_discretionary": 290009803.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 26,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 172255269.0,
      "count": 56
    },
    "individuals": {
      "raum": 509043510.0,
      "count": 2319
    },
    "pension_profit_sharing": {
      "raum": 287990123.0,
      "count": 77
    },
    "high_net_worth_individuals": {
      "raum": 1230931166.0,
      "count": 618
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "LA",
    "MI",
    "MN",
    "MT",
    "NE",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://kj-wm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151088",
  "city_as_filed": "OLYMPIA",
  "url": "https://advisorcensus.com/firm/kiley-juergens-wealth-management-llc-olympia-wa-151088",
  "display_name": "Kiley Juergens Wealth Management, LLC",
  "summary": "Kiley Juergens Wealth Management, LLC is an SEC-registered investment advisory firm in Olympia, WA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.",
  "citation": "AdvisorCensus. Kiley Juergens Wealth Management, LLC (CRD 151088): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Kiley Juergens Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kiley Juergens Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Kiley Juergens Wealth Management, LLC located?",
      "a": "Kiley Juergens Wealth Management, LLC's principal office is in Olympia, WA, according to its Form ADV."
    },
    {
      "q": "Is Kiley Juergens Wealth Management, LLC registered with the SEC or a state?",
      "a": "Kiley Juergens Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151088."
    },
    {
      "q": "How much does Kiley Juergens Wealth Management, LLC manage?",
      "a": "Kiley Juergens Wealth Management, LLC reports $2,200,220,068 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (87% discretionary)."
    },
    {
      "q": "How have Kiley Juergens Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kiley Juergens Wealth Management, LLC: Regulatory assets under management: $1,025,430,180 in the October 2021 data and $2,200,220,068 in the October 2026 data, up 115%. Total employees: 17 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kiley Juergens Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,319); high net worth individuals (618); pension and profit sharing plans (but not the plan participants or government pension plans) (77)."
    },
    {
      "q": "Which custodians does Kiley Juergens Wealth Management, LLC use?",
      "a": "Kiley Juergens Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kiley Juergens Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151088"
    },
    {
      "q": "Does Kiley Juergens Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 says: \"Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.\""
    },
    {
      "q": "What changed in Kiley Juergens Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in GA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1025430180.0,
      "total_employees": 17,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1269042346.0,
      "total_employees": 20,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1276044614.0,
      "total_employees": 22,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1621915032.0,
      "total_employees": 22,
      "filing_date": "2024-02-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1872363667.0,
      "total_employees": 26,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2200220068.0,
      "total_employees": 26,
      "filing_date": "2026-07-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in MI, NE, UT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,872,363,667 to $2,200,220,068 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 17, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
        ]
      }
    ],
    "quotes": [
      "Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kiley-juergens-wealth-management-llc-olympia-wa-151088.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2319,
      "fewer_than_5": false,
      "raum": 509043510.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 618,
      "fewer_than_5": false,
      "raum": 1230931166.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 287990123.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 56,
      "fewer_than_5": false,
      "raum": 172255269.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151088",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}