Scottsdale, AZ Office

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.