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KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD 151088File 801-70467
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Oct 1, 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
26
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,372 | 3,070 | increased by698 |
| Apr 1, 2026 | AUM | $1,872,363,667 | $2,200,220,068 | increased by$327,856,401 |
| Apr 1, 2026 | Accounts | 6,242 | 6,799 | increased by557 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 26 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,802 | 2,372 | decreased by430 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,269,042,346 | $1,872,363,667 | increased by$603,321,321 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,849 | 6,242 | increased by1,393 |
| Apr 1, 2022 | Employees | 17 | 20 | increased by3 |
| Apr 1, 2022 | Clients | 2,183 | 2,802 | increased by619 |
| Apr 1, 2022 | AUM | $1,025,430,180 | $1,269,042,346 | increased by$243,612,166 |
| Apr 1, 2022 | Accounts | 4,790 | 4,849 | increased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KILEY JUERGENS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KILEY JUERGENS” may also match similarly-named firms). Confirm identity against each filing.
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.