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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,...
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.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Olympia
Corporate office
Olympia, WA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Kiley Juergens Wealth Management?
Public records indicate the firm is led by its founding principals, Dawn and Doug Juergens. As a small registered investment adviser, portfolio management authority likely rests with these individuals rather than a separate investment committee. The firm has not published detailed governance or investment-team biographies.
Is Kiley Juergens Wealth Management a fiduciary?
Yes. As a registered investment adviser, the firm is subject to the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients. This means it must act in clients' best interests and disclose any conflicts — a standard that does not apply to broker-dealers operating under Regulation Best Interest.
How does the firm source clients for its advisory practice?
The firm does not publish its client-acquisition strategy. Given its single-location presence in Olympia, Washington, client growth likely comes through local referrals, professional networks, and community relationships. There is no indication of large-scale digital marketing or institutional solicitation.
Does Kiley Juergens Wealth Management offer proprietary investment products?
There is no public evidence that the firm manufactures or distributes proprietary funds, structured products, or alternative investments. As a small independent RIA, it likely constructs client portfolios using third-party securities and funds, which reduces the product-manufacturer conflicts found in larger financial institutions.
What is the firm's known posture on performance reporting and transparency?
Kiley Juergens does not publicly disclose composite performance, GIPS compliance, or benchmarks. For a practice of its scale and local focus, prospective clients typically receive reporting directly through advisory relationships rather than through public marketing materials. Institutional allocators would need to request this information in a due-diligence call.
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