2420 Rivers Edge Drive
Altoona, Wisconsin 54720
Tel: 715-835-6525
ORGEL WEALTH MANAGEMENT, LLC, formally registered with the SEC as ORGEL WEALTH MANAGEMENT, LLC. The firm was established in 07/09/2013. They have over 4 offices throughout the country.
ORGEL WEALTH MANAGEMENT, LLC is a Altoona, Wisconsin based Financial Planning firm with nearly $6,255,250,814 assets under management, offering retirement planning & investment advisory services to 9697 clients. The firm is staffed with 75 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 168219 |
SEC# | 801-78284 |
Assets Managed by Firm | $6,255,250,814 |
No. of Clients | 9697 |
No. of Advisors | 75 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9697 | $6,255,250,814 |
Individuals (other than high net worth individuals) | 2493 | $697,755,421 |
High net worth individuals | 1081 | $4,129,826,895 |
Pension and profit sharing plans | 104 | $1,040,204,202 |
Charitable organizations | 40 | $220,548,666 |
Corporations or other businesses | 44 | $166,915,630 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
$247,790,348,025 | 316065 | 4071 | |
$128,675,520,784 | 272 | 483 | |
$32,032,395,000 | 361 | 62 | |
$25,569,711,808 | 27 | 12 |
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