Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management, LLC is a boutique, SEC-registered investment adviser headquartered in Olympia, Washington. Founded in 2009 by Martin Juergens and John Kiley, the firm provides personalized wealth management and financial planning services. With an employee count in the 10-20 range, they serve individuals, families, and institutional clients, focusing on tailored portfolio management, estate planning, and consulting services.
Investment Strategy
Kiley Juergens Wealth Management, LLC provides a highly personalized investment approach structured around each client's goals, family mission, and financial objectives. Their services include portfolio management, financial planning, pension consulting, estate and wealth transfer strategies. The firm acts as a fiduciary, customizes advice for each client, and utilizes both discretionary and non-discretionary investment management, adhering to comprehensive, long-term planning rather than short-term speculation.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.89% | $58.6M | 113,053 | $194.48 | $517.95 | +$2.0M |
A AAPL | APPLE INC | 8.21% | $37.3M | 146,417 | $86.79 | $254.63 | +$4.9M |
N NVDA | NVIDIA CORPORATION | 6.98% | $31.7M | 170,019 | $27.09 | $186.58 | +$4.5M |
Q QQQ | INVESCO QQQ TR | 6.84% | $31.0M | 51,717 | $267.09 | $600.37 | +$2.1M |
C COST | COSTCO WHSL CORP NEW | 6.80% | $30.9M | 33,358 | $402.15 | $925.63 | -$2.4M |