KILEY JUERGENS WEALTH MANAGEMENT, LLC

OLYMPIA, Washington·4 registered advisors·CRD# 151088
SEC# 801-704670360-350-4747
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KILEY JUERGENS WEALTH MANAGEMENT, LLC

4 registered advisors
John Francis Kiley
OLYMPIA, Washington
Mark Thomas Boyer
OLYMPIA, Washington
Martin Edwin Juergens
OLYMPIA, Washington
Robert Dennis Heck
OLYMPIA, Washington
05

Office Locations

OLYMPIA, Washington
4 advisors

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Data sourced from SEC Form ADV filings. KILEY JUERGENS WEALTH MANAGEMENT, LLC (CRD# 151088) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.