Wealth Manager
    SEC Registered
    Manages Private Funds

    Orgel Wealth Management, LLC

    Registered investment advisor · Altoona, Wisconsin · CRD #168219

    Assets Under Management
    $9.5B
    Client Accounts
    10,680
    Employees
    79
    CRD Number
    168219
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Orgel Wealth Management, LLC

    Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relations

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Orgel Wealth Management, LLC

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    Frequently Asked Questions

    What is Orgel Wealth Management, LLC's AUM?

    Orgel Wealth Management, LLC reports approximately $9.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Orgel Wealth Management, LLC headquartered?

    Orgel Wealth Management, LLC is headquartered in Altoona, Wisconsin.

    What is Orgel Wealth Management, LLC's CRD number?

    Orgel Wealth Management, LLC's CRD number is 168219. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Orgel Wealth Management, LLC manage?

    Orgel Wealth Management, LLC manages approximately 10,680 client accounts according to its latest SEC filing.

    Is Orgel Wealth Management, LLC SEC registered?

    Yes, Orgel Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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