KILEY JUERGENS WEALTH MANAGEMENT, LLC

CRD 151088File 801-70467

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.20B

Top 25% of cohort (national)

Discretionary AUM

$1.91B

Non-discretionary $290.0M

Clients

3,070

6,799 accounts

Employees

Top 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 27, 2009
Principal office: 2409 PACIFIC AVE SE, OLYMPIA, WA, 98501
Phone: 360-350-4747
Website: HTTPS://WWW.KJ-WM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.20B
Discretionary AUM: $1.91B
Non-discretionary AUM: $290.0M
Discretionary accounts: 6,674
Non-discretionary accounts: 125
Total accounts: 6,799
AUM per client: $717K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	56	$172.3M
High net worth individuals	618	$1.23B
Pension and profit sharing plans	77	$288.0M
Individuals (other than high net worth individuals)	2,319	$509.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.