What Kiley Juergens Wealth Management does

Kiley Juergens Wealth Management, LLC is a private, SEC-registered Independent Registered Investment Advisor founded in 2011 and co-owned by John Kiley and Marty Juergens. The firm operates from a single office in Olympia, Washington, providing fee-based, fiduciary wealth management services to high-net-worth individuals, pre-retirees, and retirees with complex financial needs. Its core offering bundles four integrated service lines — financial planning, investment management, estate planning, and retirement planning — delivered through a consultative, relationship-driven model that includes a complimentary initial financial review.

The firm employs a 16-person team composed of co-owners, principals/wealth advisors, an associate, and operational/administrative staff. Technology is a standard RIA stack with no proprietary platform: client accounts are custodied at Charles Schwab & Co., Inc. with limited trading authorization, and the firm maintains a broad set of platform integrations across 401(k), mutual fund, and annuity providers (American Funds, Fidelity, Principal, Nationwide, John Hancock, Lord Abbett, Oppenheimer, Prudential, MetLife, Jackson, VOYA, Pacific Life, T. Rowe Price). The firm supplements its advisory services with a content-rich Learning Center (articles, calculators, flipbooks, newsletters, videos, tax library, glossary) used as a top-of-funnel marketing and client-education channel.

The business model is fee-based and recurring, typical of an RIA, with no publicly disclosed fee schedule, AUM, or client count. The firm positions itself with a Christ-centered values-based approach combined with explicit independent fiduciary status, differentiating from commission-tied or product-aligned advisors. The customer base is concentrated in Washington State, and the firm shows no funding history, no M&A activity, no geographic expansion, and no disclosed technology or AI capabilities beyond the standard advisor toolset.

Name

Kiley Juergens Wealth Management

Legal name

Kiley Juergens Wealth Management, LLC

Website

https://kj-wm.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Kiley Juergens Wealth Management is a private, SEC-registered independent RIA in Olympia, Washington providing fee-based financial planning, investment management, estate planning, and retirement planning to high-net-worth individuals, pre-retirees, and retirees in Washington State.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement income planning
• Estate planning services

Headquarters

HQ city

Olympia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fee-Based Financial Advisory Services: The firm provides fee-based, unbiased financial advice as an Independent Registered Investment Advisor. Services include financial planning, investment management, estate planning, and retirement planning. They are registered with the Securities and Exchange Commission and act as fiduciaries.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Kiley Juergens Wealth Management is an independent, SEC-registered Registered Investment Advisor that delivers fee-based financial planning, investment management, estate planning, and retirement income planning services to individuals and families. The firm provides customized investment portfolios, ongoing plan monitoring, and coordination across all of a client's professional advisors under a fiduciary standard. Supporting educational resources (calculators, articles, flipbooks, newsletters, videos, tax library) are provided to current and prospective clients.

Product overview

Kiley Juergens Wealth Management is an independent, fee-only registered investment advisor providing comprehensive wealth management services through four core offerings: Financial Planning, Investment Management, Estate Planning, and Retirement Planning. The firm offers a client-first philosophy with Christ-centered values and fiduciary commitment. Supporting the core services, the firm provides an extensive educational ecosystem including interactive Financial Calculators, Flipbooks, Newsletters, Research Articles, Videos, Tax Library, and a Financial Glossary. The architecture is a unified advisory service (core services) supplemented by a comprehensive client education platform (tools/resources), rather than a modular software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service combining thorough planning with customized investing to help clients identify and achieve life goals. Includes customized investment portfolios, tax liability minimization, estate planning advice, philanthropic strategies, and risk mitigation analysis. Targeted at individuals and families with complex financial needs.
• Investment Management Disciplined investment management service focused on achieving appropriate growth and income while managing risk. Uses extensive research, tactical allocation, and focused risk modeling, with embedded tax strategies to drive overall net returns. Targeted at clients seeking professionally managed, risk-aware portfolios aligned to their goals.
• Estate Planning Estate planning service that preserves and efficiently transfers wealth while conveying a client's wishes. Includes wills, trusts, powers of attorney, beneficiary accounts, gifting strategies, business exit and succession strategies, and philanthropic planning. Targeted at individuals and families seeking coordinated wealth transfer guidance.
• Retirement Planning Retirement income strategy service addressing the complexity of financing retirement. Helps clients navigate investment options, interest rates, inflation, IRA and 401(k) plans, and withdrawal timing to avoid tax penalties. Targeted at pre-retirees and retirees who need help converting accumulated assets into sustainable retirement income.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

Partnerships

One partnership is on record.

• Charles Schwab & Co., Inc.coreTechnology or IntegrationCharles Schwab serves as the custodian of client accounts and primary broker for Kiley Juergens Wealth Management. The relationship is described as an arm's-length transaction with no exchange of funds between Charles Schwab and the firm. Clients receive limited trading authorization enabling the advisors to process trades directly in client accounts.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Halbert Hargrove: Independent, fee-only RIA headquartered in California serving HNW individuals and families with comprehensive wealth, estate, and retirement planning. Comparable in firm size, independent fiduciary structure, and target client profile.
• Threshold Financial Partners: Fee-only RIA offering comprehensive financial planning and investment management to HNW households, with a values-driven culture. Comparable in independent fiduciary model, comprehensive service suite, and similar team-size scale.
• Ronald Blue Trust: National independent RIA serving HNW clients with a Christian, values-based approach to financial planning, investment management, and estate planning. Most directly comparable peer given shared faith-based positioning, fee-only fiduciary model, and comprehensive wealth management offering.
• Wescott Financial Advisory Group: Independent, fee-only RIA providing wealth management, estate planning, and tax strategies to HNW clients. Closely comparable business model, service mix, and client segment focus to KJWM.
• Signature Estate & Investment Advisors: Independent, fee-based RIA delivering financial planning, investment management, and estate strategies to HNW families and individuals. Comparable independent structure and comprehensive service offering.

Emerging players

• Facet Wealth: Digital-first RIA providing flat-fee financial planning and investment management to mass-affluent and HNW clients via remote CFP® advisors. Comparable HNW client segment but differentiated by technology-led delivery that pressures traditional RIAs like KJWM.
• Empower (Personal Capital): Hybrid digital wealth management platform offering advised and self-directed services to HNW clients, combining technology tools with human advisors. Comparable HNW target segment and comprehensive service set, with significantly greater scale and technology investment.

Broad incumbents

• Buckingham Strategic Wealth: Large national independent RIA providing financial planning and investment management to HNW households. Overlaps with KJWM on comprehensive fiduciary model and target segment, but operates at significantly greater scale.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management to HNW clients nationwide. Comparable in service mix and target clientele, but materially larger and more diversified than KJWM.
• Edward Jones: Large national financial advisory firm serving individuals and families across all wealth tiers. Overlaps with KJWM in target client base and HNW planning services, but operates under a traditional (largely commissioned) advisor model rather than a fee-only RIA model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/kiley-juergens-wealth-management-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kiley Juergens Wealth Management