Kiley Juergens Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 151088
- SEC number
- 801-70467
- Firm type
- RIA
- Assets under management
- $2.2B as of Jun 17, 2026
- Website
- www.kj-wm.com ↗
- Phone
- 360-350-4747
- Address
- 2409 Pacific Ave Se, Olympia, WA, 98501
Advisors at this firm
6 in our index · page 1 of 1
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Mark Thomas BoyerCRD 5516829 · Olympia, WAIA RegisteredRegistration inactive
-
Robert Dennis HeckCRD 6244995 · Olympia, WAIA RegisteredRegistration inactive
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Timothy David HumeCRD 6901076 · Olympia, WAIA RegisteredRegistration inactive
-
Martin Edwin JuergensCRD 4604990 · Olympia, WAIA RegisteredBroker
-
John Francis KileyCRD 2343432 · Olympia, WAIA RegisteredBroker
-
Carly Jordan SipeCRD 7804297 · Olympia, WAIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 151088 ↗
FINRA BrokerCheck record for firm CRD 151088 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.