KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD #151088 SEC #801-70467 OLYMPIA, WA 360-350-4747
SEC Registered
Total AUM
$1.9B
Discretionary
$1.6B
Employees
26
Clients
51
Accounts
6,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.9B | $1.6B | $255M | 26 | 0 |
| Mar 2025 | $1.9B | $1.6B | $255M | 26 | 0 |
| Feb 2024 | $1.6B | $1.4B | $232.2M | 22 | 0 |
| Nov 2023 | $1.3B | $1.1B | $182.7M | 22 | 0 |
| Jul 2023 | $1.3B | $1.1B | $182.7M | 22 | 0 |
| May 2023 | $1.3B | $1.1B | $182.7M | 22 | 0 |
| Apr 2023 | $1.3B | $1.1B | $182.7M | 22 | 0 |
| Mar 2023 | $1.3B | $1.1B | $182.7M | 22 | 0 |
| Oct 2022 | $1.3B | $1.1B | $144.9M | 20 | 0 |
| Mar 2022 | $1.3B | $1.1B | $144.9M | 20 | 0 |
| Aug 2021 | $1B | $849.8M | $175.7M | 17 | 0 |
| Mar 2021 | $1B | $849.8M | $175.7M | 17 | 0 |
| Dec 2020 | $827.3M | $668.3M | $159M | 9 | 0 |
| Sep 2020 | $827.3M | $668.3M | $159M | 9 | 0 |
| Jun 2020 | $827.3M | $668.3M | $159M | 9 | 0 |
| Apr 2020 | $827.3M | $668.3M | $159M | 9 | 0 |
| Mar 2020 | $827.3M | $668.3M | $159M | 9 | 0 |
| Mar 2020 | $827.3M | $668.3M | $159M | 9 | 0 |
| Sep 2019 | $591.9M | $501.2M | $90.7M | 8 | 0 |
| Sep 2019 | $591.9M | $501.2M | $90.7M | 8 | 0 |
| Mar 2019 | $591.9M | $501.2M | $90.7M | 8 | 0 |
| Feb 2019 | $591.9M | $488.7M | $103.1M | 8 | 0 |
| Nov 2018 | $515.2M | $504.7M | $10.5M | 8 | 0 |
| Oct 2018 | $515.2M | $504.7M | $10.5M | 8 | 0 |
| Sep 2018 | $515.2M | $504.7M | $10.5M | 8 | 0 |
| May 2018 | $515.2M | $504.7M | $10.5M | 8 | 0 |
| Mar 2018 | $515.2M | $504.7M | $10.5M | 8 | 0 |
| Mar 2017 | $355.7M | $309.9M | $45.8M | 7 | 698 |
| Feb 2017 | $355.7M | $309.9M | $45.8M | 7 | 698 |
| Dec 2016 | $247.9M | $242.6M | $5.3M | 7 | 554 |
| Jul 2016 | $247.9M | $242.6M | $5.3M | 7 | 554 |
| Feb 2016 | $247.9M | $242.6M | $5.3M | 7 | 554 |
| Dec 2015 | $226.3M | $221.1M | $5.2M | 5 | 400 |
| Nov 2015 | $226.3M | $221.1M | $5.2M | 5 | 400 |
| Sep 2015 | $226.3M | $221.1M | $5.2M | 5 | 400 |
| Aug 2015 | $226.3M | $221.1M | $5.2M | 5 | 400 |
| Feb 2015 | $226.3M | $221.1M | $5.2M | 5 | 400 |
| Jun 2014 | $187.5M | $183M | $4.5M | 4 | 400 |
| Jan 2014 | $187.5M | $183M | $4.5M | 4 | 400 |
| Feb 2013 | $152.5M | $147.9M | $4.7M | 3 | 350 |
| Nov 2012 | $130.9M | $128.9M | $1.9M | 2 | 300 |
| Aug 2012 | $130.9M | $128.9M | $1.9M | 1 | 300 |
| Jul 2012 | $130.9M | $128.9M | $1.9M | 1 | 300 |
| Mar 2012 | $130.9M | $128.9M | $1.9M | 1 | 300 |
| May 2011 | $115.7M | $108.5M | $7.2M | 5 | -- |
| Feb 2011 | $101.4M | $101.4M | $0 | 5 | -- |
DateSep 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$255M
Employees26
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$255M
Employees26
Clients0
DateFeb 2024
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$232.2M
Employees22
Clients0
DateNov 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$182.7M
Employees22
Clients0
DateJul 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$182.7M
Employees22
Clients0
DateMay 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$182.7M
Employees22
Clients0
DateApr 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$182.7M
Employees22
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$182.7M
Employees22
Clients0
DateOct 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$144.9M
Employees20
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$144.9M
Employees20
Clients0
DateAug 2021
Total AUM$1B
Discretionary$849.8M
Non-Disc.$175.7M
Employees17
Clients0
DateMar 2021
Total AUM$1B
Discretionary$849.8M
Non-Disc.$175.7M
Employees17
Clients0
DateDec 2020
Total AUM$827.3M
Discretionary$668.3M
Non-Disc.$159M
Employees9
Clients0
DateSep 2020
Total AUM$827.3M
Discretionary$668.3M
Non-Disc.$159M
Employees9
Clients0
DateJun 2020
Total AUM$827.3M
Discretionary$668.3M
Non-Disc.$159M
Employees9
Clients0
DateApr 2020
Total AUM$827.3M
Discretionary$668.3M
Non-Disc.$159M
Employees9
Clients0
DateMar 2020
Total AUM$827.3M
Discretionary$668.3M
Non-Disc.$159M
Employees9
Clients0
DateMar 2020
Total AUM$827.3M
Discretionary$668.3M
Non-Disc.$159M
Employees9
Clients0
DateSep 2019
Total AUM$591.9M
Discretionary$501.2M
Non-Disc.$90.7M
Employees8
Clients0
DateSep 2019
Total AUM$591.9M
Discretionary$501.2M
Non-Disc.$90.7M
Employees8
Clients0
DateMar 2019
Total AUM$591.9M
Discretionary$501.2M
Non-Disc.$90.7M
Employees8
Clients0
DateFeb 2019
Total AUM$591.9M
Discretionary$488.7M
Non-Disc.$103.1M
Employees8
Clients0
DateNov 2018
Total AUM$515.2M
Discretionary$504.7M
Non-Disc.$10.5M
Employees8
Clients0
DateOct 2018
Total AUM$515.2M
Discretionary$504.7M
Non-Disc.$10.5M
Employees8
Clients0
DateSep 2018
Total AUM$515.2M
Discretionary$504.7M
Non-Disc.$10.5M
Employees8
Clients0
DateMay 2018
Total AUM$515.2M
Discretionary$504.7M
Non-Disc.$10.5M
Employees8
Clients0
DateMar 2018
Total AUM$515.2M
Discretionary$504.7M
Non-Disc.$10.5M
Employees8
Clients0
DateMar 2017
Total AUM$355.7M
Discretionary$309.9M
Non-Disc.$45.8M
Employees7
Clients698
DateFeb 2017
Total AUM$355.7M
Discretionary$309.9M
Non-Disc.$45.8M
Employees7
Clients698
DateDec 2016
Total AUM$247.9M
Discretionary$242.6M
Non-Disc.$5.3M
Employees7
Clients554
DateJul 2016
Total AUM$247.9M
Discretionary$242.6M
Non-Disc.$5.3M
Employees7
Clients554
DateFeb 2016
Total AUM$247.9M
Discretionary$242.6M
Non-Disc.$5.3M
Employees7
Clients554
DateDec 2015
Total AUM$226.3M
Discretionary$221.1M
Non-Disc.$5.2M
Employees5
Clients400
DateNov 2015
Total AUM$226.3M
Discretionary$221.1M
Non-Disc.$5.2M
Employees5
Clients400
DateSep 2015
Total AUM$226.3M
Discretionary$221.1M
Non-Disc.$5.2M
Employees5
Clients400
DateAug 2015
Total AUM$226.3M
Discretionary$221.1M
Non-Disc.$5.2M
Employees5
Clients400
DateFeb 2015
Total AUM$226.3M
Discretionary$221.1M
Non-Disc.$5.2M
Employees5
Clients400
DateJun 2014
Total AUM$187.5M
Discretionary$183M
Non-Disc.$4.5M
Employees4
Clients400
DateJan 2014
Total AUM$187.5M
Discretionary$183M
Non-Disc.$4.5M
Employees4
Clients400
DateFeb 2013
Total AUM$152.5M
Discretionary$147.9M
Non-Disc.$4.7M
Employees3
Clients350
DateNov 2012
Total AUM$130.9M
Discretionary$128.9M
Non-Disc.$1.9M
Employees2
Clients300
DateAug 2012
Total AUM$130.9M
Discretionary$128.9M
Non-Disc.$1.9M
Employees1
Clients300
DateJul 2012
Total AUM$130.9M
Discretionary$128.9M
Non-Disc.$1.9M
Employees1
Clients300
DateMar 2012
Total AUM$130.9M
Discretionary$128.9M
Non-Disc.$1.9M
Employees1
Clients300
DateMay 2011
Total AUM$115.7M
Discretionary$108.5M
Non-Disc.$7.2M
Employees5
Clients--
DateFeb 2011
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees5
Clients--