Active
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Investment Advice|OLYMPIA, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.9B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.6B |
| Non-Discretionary | 255.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 151088 |
| SEC Number | 801-70467 |
| Street Address | 2409 PACIFIC AVE SE |
| Location | OLYMPIA, WA 98501 |
| Country | United States |
| Phone | 360-350-4747 |
| Fax | 360-350-4744 |
| Total Employees | 26 |
Client Count by Type (2,372 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,883 |
| High Net Worth Individual… | 386 |
| Pension/Profit Sharing Pl… | 53 |
| Charitable Organizations | 50 |
Community Partners
CITY OF LACEY
CITY OF OLYMPIA
CITY OF RAINIER
CITY OF TENINO
CITY OF TUMWATER
CITY OF YELM
COUNTY OF THURSTON
THURSTON 9-1-1 COMMUNICATIONS
TOWN OF BUCODA
CITY OF LACEY
CITY OF OLYMPIA
CITY OF RAINIER
CITY OF TENINO
CITY OF TUMWATER
CITY OF YELM
COUNTY OF THURSTON
THURSTON 9-1-1 COMMUNICATIONS
TOWN OF BUCODA
CITY OF LACEY
CITY OF OLYMPIA
CITY OF RAINIER
CITY OF TENINO
CITY OF TUMWATER
CITY OF YELM
COUNTY OF THURSTON
THURSTON 9-1-1 COMMUNICATIONS
TOWN OF BUCODA
Municipal Government
9 Active
9
Organizations
ASSOCIATION OF WASHINGTON CITIES EMPLOYEE BENEFIT TRUST HEALTH CARE
ASSOCIATION OF WASHINGTON CITIES RISK MANAGEMENT SERVICE AGENCY
CAPITAL AREA REGIONAL PUBLIC FACILITIES DISTRICT
CHAMBERS LAKE DRAINAGE DISTRICT 3
COALITION FOR CLEAN WATER
GRIFFIN FIRE DEPARTMENT
HOPKINS DRAINAGE DISTRICT 2
HOUSING AUTH OF THURSTON COUNTY
INTERCITY TRANSIT AUTHORITY
LAW ENFORCEMENT RECORD MANAGEMENT SYSTEM
LOTT ALLIANCE
OLYMPIC REGION CLEAN AIR AGENCY
PACIFIC MOUNTAIN WORKFORCE DEVELOPMENT COUNCIL
PORT OF OLYMPIA
S E THURSTON FIRE AUTHORITY
SOUTHEAST THURSTON FIRE AUTHORITY
SOUTH THURSTON FIRE & EMS
TANGLEWILDE PARK AND RECREATION DISTRICT 1
THURSTON 911 COMMUNICATIONS (TCOMM911)
THURSTON CO FIRE DIST 9
ASSOCIATION OF WASHINGTON CITIES EMPLOYEE BENEFIT TRUST HEALTH CARE
ASSOCIATION OF WASHINGTON CITIES RISK MANAGEMENT SERVICE AGENCY
CAPITAL AREA REGIONAL PUBLIC FACILITIES DISTRICT
CHAMBERS LAKE DRAINAGE DISTRICT 3
COALITION FOR CLEAN WATER
GRIFFIN FIRE DEPARTMENT
HOPKINS DRAINAGE DISTRICT 2
HOUSING AUTH OF THURSTON COUNTY
INTERCITY TRANSIT AUTHORITY
LAW ENFORCEMENT RECORD MANAGEMENT SYSTEM
LOTT ALLIANCE
OLYMPIC REGION CLEAN AIR AGENCY
PACIFIC MOUNTAIN WORKFORCE DEVELOPMENT COUNCIL
PORT OF OLYMPIA
S E THURSTON FIRE AUTHORITY
SOUTHEAST THURSTON FIRE AUTHORITY
SOUTH THURSTON FIRE & EMS
TANGLEWILDE PARK AND RECREATION DISTRICT 1
THURSTON 911 COMMUNICATIONS (TCOMM911)
THURSTON CO FIRE DIST 9
ASSOCIATION OF WASHINGTON CITIES EMPLOYEE BENEFIT TRUST HEALTH CARE
ASSOCIATION OF WASHINGTON CITIES RISK MANAGEMENT SERVICE AGENCY
CAPITAL AREA REGIONAL PUBLIC FACILITIES DISTRICT
CHAMBERS LAKE DRAINAGE DISTRICT 3
COALITION FOR CLEAN WATER
GRIFFIN FIRE DEPARTMENT
HOPKINS DRAINAGE DISTRICT 2
HOUSING AUTH OF THURSTON COUNTY
INTERCITY TRANSIT AUTHORITY
LAW ENFORCEMENT RECORD MANAGEMENT SYSTEM
LOTT ALLIANCE
OLYMPIC REGION CLEAN AIR AGENCY
PACIFIC MOUNTAIN WORKFORCE DEVELOPMENT COUNCIL
PORT OF OLYMPIA
S E THURSTON FIRE AUTHORITY
SOUTHEAST THURSTON FIRE AUTHORITY
SOUTH THURSTON FIRE & EMS
TANGLEWILDE PARK AND RECREATION DISTRICT 1
THURSTON 911 COMMUNICATIONS (TCOMM911)
THURSTON CO FIRE DIST 9
Special District
43 Active
43
Organizations
EDUCATIONAL SERVICE DIST
GRIFFIN SCHOOL DISTRICT 324
NORTH THURSTON SCHOOL DISTRICT 3
OLYMPIA SCHOOL DISTRICT 111
RAINIER SCHOOL DISTRICT 307
ROCHESTER SCHOOL DISTRICT 401
TENINO SCHOOL DISTRICT 402
TUMWATER SCHOOL DISTRICT 33
YELM SCHOOL DISTRICT 2
EDUCATIONAL SERVICE DIST
GRIFFIN SCHOOL DISTRICT 324
NORTH THURSTON SCHOOL DISTRICT 3
OLYMPIA SCHOOL DISTRICT 111
RAINIER SCHOOL DISTRICT 307
ROCHESTER SCHOOL DISTRICT 401
TENINO SCHOOL DISTRICT 402
TUMWATER SCHOOL DISTRICT 33
YELM SCHOOL DISTRICT 2
EDUCATIONAL SERVICE DIST
GRIFFIN SCHOOL DISTRICT 324
NORTH THURSTON SCHOOL DISTRICT 3
OLYMPIA SCHOOL DISTRICT 111
RAINIER SCHOOL DISTRICT 307
ROCHESTER SCHOOL DISTRICT 401
TENINO SCHOOL DISTRICT 402
TUMWATER SCHOOL DISTRICT 33
YELM SCHOOL DISTRICT 2
School District
9 Active
9
Organizations
1847 OR LOC PORT OF PORTLAND POLICE
189 OLYMPIA CHAPTER OF TROUT UNLIMITED
1 SUSTAINABLE PLANET
20 YEAR CLUB
24-7 SOBRIETY PROGRAM NATIONAL ADVISORY BOARD OF DIRECTORS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE FALLEN
4 THE LOVE FOUNDATION
4 US
5Cs Child Care Centers
90 TEN TRAINING ACADEMY
A B C CHILDRENS CHARITY
A Beginning Alliance
1847 OR LOC PORT OF PORTLAND POLICE
189 OLYMPIA CHAPTER OF TROUT UNLIMITED
1 SUSTAINABLE PLANET
20 YEAR CLUB
24-7 SOBRIETY PROGRAM NATIONAL ADVISORY BOARD OF DIRECTORS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE FALLEN
4 THE LOVE FOUNDATION
4 US
5Cs Child Care Centers
90 TEN TRAINING ACADEMY
A B C CHILDRENS CHARITY
A Beginning Alliance
1847 OR LOC PORT OF PORTLAND POLICE
189 OLYMPIA CHAPTER OF TROUT UNLIMITED
1 SUSTAINABLE PLANET
20 YEAR CLUB
24-7 SOBRIETY PROGRAM NATIONAL ADVISORY BOARD OF DIRECTORS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE FALLEN
4 THE LOVE FOUNDATION
4 US
5Cs Child Care Centers
90 TEN TRAINING ACADEMY
A B C CHILDRENS CHARITY
A Beginning Alliance
Nonprofit Organization
2222 Active
2222
Organizations
Community Partners111 organizations
COUNTY OF THURSTON
Municipal Government·OLYMPIA
THURSTON 9-1-1 COMMUNICATIONS
Municipal Government·OLYMPIA
ASSOCIATION OF WASHINGTON CITIES RISK MANAGEMENT SERVICE AGENCY
Special District·OLYMPIA
CHAMBERS LAKE DRAINAGE DISTRICT 3
Special District·OLYMPIA
COALITION FOR CLEAN WATER
Special District·OLYMPIA
GRIFFIN FIRE DEPARTMENT
Special District·OLYMPIA
HOPKINS DRAINAGE DISTRICT 2
Special District·OLYMPIA
HOUSING AUTH OF THURSTON COUNTY
Special District·OLYMPIA
LAW ENFORCEMENT RECORD MANAGEMENT SYSTEM
Special District·OLYMPIA
PORT OF OLYMPIA
Special District·OLYMPIA
S E THURSTON FIRE AUTHORITY
Special District·YELM
SOUTH THURSTON FIRE & EMS
Special District·TENINO
THURSTON CO FIRE DIST 9
Special District·OLYMPIA
THURSTON CONSERVATION DISTRICT
Special District·TUMWATER
THURSTON COUNTY CEMETERY DISTRICT 1 (GRAND MOUND)
Special District·ROCHESTER
THURSTON COUNTY CEMETERY DISTRICT 2 (YELM)
Special District·YELM
THURSTON COUNTYFIRE DIST 12
Special District·TENINO
THURSTON COUNTY FIRE PROTECTION DISTRICT 5
Special District·OLYMPIA
THURSTON COUNTY FIRE PROTECTION DISTRICT 9
Special District·OLYMPIA
THURSTON COUNTY (SCOTT LAKE) DRAINAGE DISTRICT 11
Special District·OLYMPIA
THURSTON-MASON BEHAVIORAL HEALTH ORGANIZATION
Special District·OLYMPIA
THURSTON REGIONAL PLANNING COUNCIL
Special District·OLYMPIA
TRANSIT INTERCITY
Special District·OLYMPIA
WASHINGTON HEALTH BENEFIT EXCHANGE
Special District·TUMWATER
WASHINGTON STATE TRANSIT INSURANCE POOL
Special District·OLYMPIA
EDUCATIONAL SERVICE DIST
School District·TUMWATER
1847 OR LOC PORT OF PORTLAND POLICE
Nonprofit Organization·Olympia
189 OLYMPIA CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·OLYMPIA
1 SUSTAINABLE PLANET
Nonprofit Organization·Olympia
20 YEAR CLUB
Nonprofit Organization·Tumwater
24-7 SOBRIETY PROGRAM NATIONAL ADVISORY BOARD OF DIRECTORS
Nonprofit Organization·Lacey
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Rochester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Olympia
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Olympia
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Olympia
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·lacey
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Olympia
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Yelm
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Yelm
4 THE FALLEN
Nonprofit Organization·OLYMPIA
4 THE LOVE FOUNDATION
Nonprofit Organization·OLYMPIA
4 US
Nonprofit Organization·YELM
5Cs Child Care Centers
Nonprofit Organization·Olympia
90 TEN TRAINING ACADEMY
Nonprofit Organization·TENINO
A B C CHILDRENS CHARITY
Nonprofit Organization·OLYMPIA
A Beginning Alliance
Nonprofit Organization·Olympia
Able Fiduciary Services
Nonprofit Organization·Olympia
ABLE ONE EDUCATION NETWORK
Nonprofit Organization·Olympia
ACE DEVELOPMENT FUND INC
Nonprofit Organization·TUMWATER
A CHANCE TO PLAY
Nonprofit Organization·OLYMPIA
ADAM CRAIG FOUNDATION
Nonprofit Organization·TENINO
ADAMS LANE COMMUNITY BEACH
Nonprofit Organization·Olympia
A & D ENTERPRISES LLC
Nonprofit Organization·TENINO
ADM MENS NETWORK GROUP
Nonprofit Organization·LACEY
ADVOCACY INITIATIVE FOR DEVELOPMENT (AID)
Nonprofit Organization·OLYMPIA
AFABWORLD
Nonprofit Organization·Olympia
Affinity Academy
Nonprofit Organization·Olympia
AFFORDABLE COMMUNITIES COALITION
Nonprofit Organization·Olympia
Affordable Fuel Washington
Nonprofit Organization·Olympia
AFFORDABLE RURAL HOUSING COUNCIL
Nonprofit Organization·OLYMPIA
After School Tutorial Program
Nonprofit Organization·Lacey
AGLOW INTERNATIONAL
Nonprofit Organization·LACEY
AGRICULTURAL COOPERATIVE COUNCIL OF OREGON
Nonprofit Organization·Tumwater
A HERO S PROMISE
Nonprofit Organization·Yelm
AIDE ASSOCIATION
Nonprofit Organization·Tumwater
AIKIDO OLYMPIA
Nonprofit Organization·Olympia
AIPE-ACADEMY FOUNDATION AND TRUST
Nonprofit Organization·LACEY
AIRLIFT AUXILIARY
Nonprofit Organization·Olympia
ALLEN LLOYD J CHARITABLE TRUST
Nonprofit Organization·TUMWATER
ALLIED DAILY NEWSPAPERS OF WASHINGTON
Nonprofit Organization·Olympia
ALLIES IN ADVOCACY
Nonprofit Organization·Lacey
ALLIES INTERNATIONAL
Nonprofit Organization·Lacey
ALL IN A DAYS WORK
Nonprofit Organization·Lacey
ALLOTTEES ASSOCIATION & AFFILIATED TRIBES OF THE QUINAULT RESERVATION
Nonprofit Organization·Olympia
ALL OUT SPORTS
Nonprofit Organization·Lacey
ALPACA RANCHERS OF THE NORTHWEST
Nonprofit Organization·Olympia