A complete list of active advisors currently associated with Kiley Juergens Wealth Management, LLC

Warmer can help you find a great advisor at Kiley Juergens Wealth Management, LLC or one who fits your needs even better.

Kiley Juergens Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and third‑party model implementation for individuals, high‑net‑worth families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm also offers retirement‑plan fiduciary and administrative services, legacy position reviews, and, when available through custodians, requests for IPO and secondary offering allocations. The firm’s investment approach centers on strategic and tactical asset allocation across equities, fixed income, mutual funds, and ETFs, with discretionary rebalancing and the option to hold meaningful cash positions based on market outlook. KJWM implements third‑party model portfolios, conducts manager due diligence, and relies on Charles Schwab for custody and Advyzon for reporting and administrative support. KJWM is notable for its scale relative to team size: as of 12/31/2025 it reported about $2.2 billion in regulatory AUM serving roughly 2,937 clients with six advisors, producing atypically high AUM and client counts per advisor. The firm’s advisors commonly serve in dual roles as registered representatives and licensed insurance agents, and the brochure discloses potential conflicts to review — for example, rollover incentives, participation in Schwab referral programs, and separate fees associated with third‑party managers or platforms.

To learn more about the advisors currently working at Kiley Juergens Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.