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ORGEL WEALTH MANAGEMENT, LLC
CRD 168219 · SEC 801-78284
2420 RIVERS EDGE DRIVE, ALTOONA, WI, 54720, United States
Phone
715-835-6525
Fax
715-835-7017
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.55B
Discretionary AUM
$9.54B
Team
79 total employees; 31 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2293 | $747.9M |
| High net worth individuals | 1493 | $6.35B |
| Pension/profit sharing plans | 116 | $1.76B |
| Charitable organizations | 31 | $397.9M |
| Corporations/business entities | 43 | $289.6M |
States served
VT, AL, AZ, CA, CO, DC, GA, ID, IL, IN, IA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD