Kiley Juergens Wealth Management

Kiley Juergens Wealth Management

Founded in 2009, Kiley Juergens Wealth Management operates as a registered investment adviser based in Olympia, Washington. The firm advises individuals, high-net-worth individuals, trusts, and corporations, offering financial planning and portfolio management services. Its structure as a fiduciary RIA separates it from commission-driven wealth advisory models. The firm's strategy emphasizes holistic financial planning paired with discretionary portfolio management. While the specific asset-class mix is not publicly detailed, the typical deployment for practices of this size and structure includes individual equities, fixed-income instruments, mutual funds, and exchange-traded products across domestic markets. Client portfolios are built on advisory relationships rather than transactional brokerage, aligning incentives with long-term household outcomes. Kiley Juergens maintains a single office in Olympia, serving a regional client base focused on Washington State. The firm has not disclosed total assets under management, team size, or recent operational milestones in public filings or its online presence. As a privately held advisory practice without outside private-equity backing or a multi-office footprint, the firm's structural differentiator lies in its independence. Decisions on investment approach and client service remain with the local principals, rather than a centralized home office. Succession planning and continuity for the founding generation represent the unresolved governance question for allocators watching the RIA space.