Kiley Juergens Wealth Management, Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $1.9B
- Clients
- 3,070
- Avg AUM / client
- $717K
- Accounts
- 6,799
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,319 | $509M | 23.1% |
| High net worth individuals | 618 | $1.2B | 55.9% |
| Pension and profit sharing plans | 77 | $288M | 13.1% |
| Charitable organizations | 56 | $172M | 7.83% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Print Nw 401(k) Plan Print Nw, Llc | 2024 | |
| T.C.T. 401(k) Profit Sharing Plan Thurston County Title Company | 2024 | |
| Community Youth Services 403(b) Retirement Plan Community Youth Services | 2024 | |
| Harbor Foods Group Inc. 401(k) Plan Harbor Foods Group Inc. | 2024 | |
| Cowlitz Indian Tribe 401 K Plan Cowlitz Indian Tribe | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Francis Kiley | Member, President | Jul 2009 (17y) | 25% – 50% | |
| Martin Edwin Juergens | Member, Chief Executive Officer, Chief Compliance Officer | Jul 2009 (17y) | 25% – 50% | |
| Robert Dennis Heck | Member | Dec 2013 (13y) | Less than 5% | |
| Mark Thomas Boyer | Member | CFP | Jun 2014 (12y) | Less than 5% |
| Timothy David Hume | Registered representative | Apr 2018 (8y) | ||
| Carly Jordan Sipe | Registered representative | Dec 2023 (3y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Print Nw 401(k) Plan | Print Nw, Llc | 95 | $5.4M | 01/01/2024 |
| T.C.T. 401(k) Profit Sharing Plan | Thurston County Title Company | 209 | $10.8M | 01/01/2024 |
| Community Youth Services 403(b) Retirement Plan | Community Youth Services | 157 | $6.3M | 01/01/2024 |
| Harbor Foods Group Inc. 401(k) Plan | Harbor Foods Group Inc. | 981 | $77.0M | 01/01/2024 |
| Cowlitz Indian Tribe 401 K Plan | Cowlitz Indian Tribe | 342 | $15.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (85% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗