Hedge Fund Database

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Adviser information for KILEY JUERGENS WEALTH MANAGEMENT, LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Washington, United States

Employees

Total Number of Employees 22
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5,748 $1.4B
Non-Discretionary 125 $232.2M
Total 5,873 $1.6B

Clients

Type Number RAUM
Individuals 2,337 $347.8M
HNW Individuals 378 $990.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 74 $196.9M
Charitable organizations 41 $87.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-70467
SEC ERA File Number 801-70467
SEC CIK Numbers 1723223
SEC CRD Numbers 151088
Legal Entity Identifier None

Principal Office

2409 PACIFIC AVE SE
OLYMPIA
WA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 360-350-4747, Fax: 360-350-4744

Websites

www.kj-wm.com

Chief Compliance Officer

MARTIN JUERGENS
CHIEF EXECUTIVE OFFICER
2409 PACIFIC AVE SE
OLYMPIA
WA
United States
Tel: 360-350-4747
Fax: 360-350-4744
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JUERGENS, MARTIN, EDWIN Individual – MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 07/2009 25-50%
KILEY, JOHN, FRANCIS Individual – MEMBER, PRESIDENT 07/2009 25-50%
BOYER, MARK, THOMAS Individual – MEMBER 01/2021 < 5%
HECK, ROBERT, DENNIS Individual – MEMBER 01/2021 < 5%

No. Employees, Historic

3015020192020202120222023202420258 on 9/4/20198 on 9/5/20199 on 3/6/20209 on 3/18/20209 on 4/2/20209 on 6/29/20209 on 9/17/20209 on 12/1/202017 on 3/1/202117 on 8/19/202120 on 3/3/202220 on 10/20/202222 on 3/1/202322 on 4/26/202322 on 5/11/202322 on 7/10/202322 on 7/10/202322 on 11/7/202322 on 2/20/2024

RAUM, Historic

2B1B02019202020212022202320242025591886119 on 9/4/2019591886119 on 9/5/2019827288023 on 3/6/2020827288023 on 3/18/2020827288023 on 4/2/2020827288023 on 6/29/2020827288023 on 9/17/2020827288023 on 12/1/20201025430180 on 3/1/20211025430180 on 8/19/20211269042346 on 3/3/20221269042346 on 10/20/20221276044614 on 3/1/20231276044614 on 4/26/20231276044614 on 5/11/20231276044614 on 7/10/20231276044614 on 7/10/20231276044614 on 11/7/20231621915032 on 2/20/2024

No. Clients, Historic

3,0001,500020192020202120222023202420251802 on 9/4/20191802 on 9/5/20192000 on 3/6/20202000 on 3/18/20202000 on 4/2/20202000 on 6/29/20202000 on 9/17/20202000 on 12/1/20202183 on 3/1/20212183 on 8/19/20212802 on 3/3/20222802 on 10/20/20222973 on 3/1/20232973 on 4/26/20232973 on 5/11/20232973 on 7/10/20232973 on 7/10/20232973 on 11/7/20232830 on 2/20/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL C 3M 17K –
ALPHABET INC CAP STK CL A 13M 71K –
AMAZON COM INC COM 18M 95K –
APPLE INC COM 34M 160K –
AT&T INC COM 800K 42K –
BANK AMERICA CORP COM 2M 42K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 17M 41K –
BOEING CO COM 4M 22K –
CATERPILLAR INC COM 6M 19K –
CHEVRON CORP NEW COM 2M 14K –
CISCO SYS INC COM 1M 24K –
COCA COLA CO COM 715K 11K –
COLUMBIA BKG SYS INC COM 230K 12K –
COMCAST CORP NEW CL A 852K 22K –
COSTCO WHSL CORP NEW COM 28M 33K –
CSX CORP COM 400K 12K –
DISNEY WALT CO COM 1M 10K –
EXXON MOBIL CORP COM 2M 21K –
FORD MTR CO DEL COM 440K 35K –
FREEPORT-MCMORAN INC CL B 517K 11K –
HERITAGE FINL CORP WASH COM 4M 240K –
INTEL CORP COM 2M 49K –
INVESCO QQQ TR UNIT SER 1 26M 54K –
ISHARES SILVER TR ISHARES 494K 19K –
ISHARES TR MORNINGSTAR VALU 6M 82K –
ISHARES TR MORNINGSTAR GRWT 12M 152K –
ISHARES TR 20 YR TR BD ETF 2M 22K –
JOHNSON & JOHNSON COM 3M 18K –
JPMORGAN CHASE & CO. COM 3M 14K –
KENVUE INC COM 511K 28K –
MCDONALDS CORP COM 3M 11K –
MERCK & CO INC COM 2M 16K –
MICROSOFT CORP COM 52M 116K –
NIKE INC CL B 1M 18K –
NOVO-NORDISK A S ADR 3M 21K –
NVIDIA CORPORATION COM 21M 168K –
OCCIDENTAL PETE CORP COM 749K 12K –
ORACLE CORP COM 2M 11K –
PACCAR INC COM 3M 29K –
PALANTIR TECHNOLOGIES INC CL A 673K 27K –
PFIZER INC COM 490K 18K –
PROCTER AND GAMBLE CO COM 4M 21K –
QUALCOMM INC COM 3M 15K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 12M 154K –
SCHWAB STRATEGIC TR US AGGREGATE B 584K 13K –
SCHWAB STRATEGIC TR US LCAP GR ETF 1M 10K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 23K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 901K 34K –
SCHWAB STRATEGIC TR US BRD MKT ETF 4M 59K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 421K 12K –
SCHWAB STRATEGIC TR INTL EQTY ETF 973K 25K –
SCHWAB STRATEGIC TR US LRG CAP ETF 756K 12K –
SCHWAB STRATEGIC TR US LCAP VA ETF 1M 16K –
SELECT SECTOR SPDR TR FINANCIAL 568K 14K –
SNAP INC CL A 213K 13K –
SPDR GOLD TR GOLD SHS 4M 16K –
STARBUCKS CORP COM 9M 118K –
TESLA INC COM 3M 17K –
TIMBERLAND BANCORP INC COM 3M 121K –
VANGUARD BD INDEX FDS SHORT TRM BOND 7M 94K –
VANGUARD INDEX FDS TOTAL STK MKT 3M 11K –
VANGUARD INDEX FDS VALUE ETF 4M 23K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 4M 66K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 24K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 4M 20K –
VANGUARD STAR FDS VG TL INTL STK F 746K 12K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 22K –
VERIZON COMMUNICATIONS INC COM 769K 19K –
WALMART INC COM 2M 23K –
WELLS FARGO CO NEW COM 826K 14K –
WEYERHAEUSER CO MTN BE COM NEW 660K 23K –