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ORGEL WEALTH MANAGEMENT, LLC

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#168219
SEC#801-78284
Assets Managed by Firm$6,255,250,814
No. of Clients9697
No. of Advisors75

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total9697$6,255,250,814
Individuals (other than high net worth individuals)2493$697,755,421
High net worth individuals1081$4,129,826,895
Pension and profit sharing plans104$1,040,204,202
Charitable organizations40$220,548,666
Corporations or other businesses44$166,915,630

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