ORGEL WEALTH MANAGEMENT, LLC

2420 Rivers Edge Drive
Altoona, Wisconsin 54720
Tel: 715-835-6525

About ORGEL WEALTH MANAGEMENT, LLC

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 $7,104,580,359 assets under management, offering retirement planning & investment advisory services to 10031 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168219
SEC#	801-78284
Assets Managed by Firm	$7,104,580,359
No. of Clients	10031
No. of Advisors	78

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	10031	$7,104,580,359
Individuals (other than high net worth individuals)	2428	$726,445,622
High net worth individuals	1200	$4,640,404,670
Pension and profit sharing plans	112	$1,265,553,300
Charitable organizations	33	$259,642,626
Corporations or other businesses	40	$212,534,141

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
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