# Kiley Juergens Wealth Management

Kiley Juergens Wealth Management is a Bank / Wealth / Trust based in Olympia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Olympia, United States
- **Region:** North America
- **Address:** Olympia, WA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** kj-wm.com
- **LinkedIn:** https://www.linkedin.com/company/kiley-juergens-wealth-management-llc

## Regulatory record

- **CRD number:** 151088
- **SEC file number:** 801-70467
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151088

## About

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.

## Sectors

- Wealth Management & Financial Planning

## Questions

### 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.

## Related profiles

- [Kiker Wealth Management](https://altss.com/profile/kiker-wealth-management)
- [Killik & Co](https://altss.com/profile/killik-co)

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Last updated: 2026-06-03T20:00:00.000Z

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