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KILEY JUERGENS WEALTH MANAGEMENT, LLC

OLYMPIA, WA · CRD 151088 · IAPD ↗ · kj-wm.com · 360-350-4747

$2.20BRegulatory AUM
6Advisory reps
26Employees
0Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — KILEY JUERGENS WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
June 2026 — KILEY JUERGENS WEALTH MANAGEMENT, LLC notice-filed in MI, NE, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — KILEY JUERGENS WEALTH MANAGEMENT, LLC reported RAUM up 27% ($1.28B -> $1.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.