| Name | Title | Ownership | Since |
|---|---|---|---|
| Brooke Lynn Juergens | Member | Under 5% | 2025 |
| Dawit John Kiley | Member | Under 5% | 2025 |
| John F Kiley | Member | Under 5% | 2025 |
Kiley Juergens Wealth Management, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Kiley Juergens Wealth Management, LLC reports 26 employees.
Kiley Juergens Wealth Management, LLC is based in Olympia, WA and has been SEC-registered since 2009.
Kiley Juergens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2409 Pacific Ave SE, Olympia, WA 98501 |
| Phone | 360-350-4747 |
| Fax | 360-350-4744 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.62B |
| Non-discretionary | $255M |
| Total (RAUM) | $1.87B |