KILEY JUERGENS WEALTH MANAGEMENT, LLC

2409 Pacific Ave Se
Olympia, Washington 98501
Tel: 360-350-4747

About KILEY JUERGENS WEALTH MANAGEMENT, LLC

KILEY JUERGENS WEALTH MANAGEMENT, LLC, formally registered with the SEC as KILEY JUERGENS WEALTH MANAGEMENT, LLC. The firm was established in 08/27/2009. They have over 1 offices throughout the country.

KILEY JUERGENS WEALTH MANAGEMENT, LLC is a Olympia, Washington based Financial Planning firm with nearly $1,872,363,667 assets under management, offering retirement planning & investment advisory services to 6242 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151088
SEC#	801-70467
Assets Managed by Firm	$1,872,363,667
No. of Clients	6242
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6242	$1,872,363,667
Individuals (other than high net worth individuals)	1883	$458,218,853
High net worth individuals	386	$1,190,567,151
Pension and profit sharing plans	53	$115,643,220
Charitable organizations	50	$107,934,443

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