Orgel Wealth Management, LLC
● SEC registered since 2013CRD 168219SEC# 801-78284Altoona, WI
Reg. AUM
$9.55B
Employees
79
Accounts
10,680
Location
Altoona, WI
Orgel Wealth Management, LLC assets under management
Orgel Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Altoona, WI. The firm has been registered since 2013. It reports $9.5 billion in regulatory assets under management and employs 79 people.
Orgel Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Scott Reynolds Control | Member & Chief Investment Officer | 5-10% | 2015 |
| Benjamin John Kanz Control | Member & Managing Director | 10-25% | 2013 |
| Evan Andrew Nelson Control | Member & Relationship Manager | 10-25% | 2018 |
| Mark Alan Orgel Control | Member & Chairman | 10-25% | 2013 |
| Mark Anthony Boser Control | Member & Director Of Retirement Plans | 5-10% | 2013 |
| Samir A Murty Control | Member & Senior Relationship Manager | 10-25% | 2013 |
| Troy John Mertens Control | Member, Chief Operating Officer & Chief Compliance Officer | 5-10% | 2014 |
Frequently asked questions
How much does Orgel Wealth Management, LLC manage?
Orgel Wealth Management, LLC reports $9.5 billion in regulatory assets under management on its Form ADV.
How many employees does Orgel Wealth Management, LLC have?
Orgel Wealth Management, LLC reports 79 employees.
Where is Orgel Wealth Management, LLC located?
Orgel Wealth Management, LLC is based in Altoona, WI and has been SEC-registered since 2013.
Does Orgel Wealth Management, LLC disclose fund performance?
Orgel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2420 Rivers Edge Drive, Altoona, WI 54720 |
| Phone | 715-835-6525 |
| Fax | 715-835-7017 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1658535 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.55B▲ 18%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,306 advisers
EmployeesTop 8%
More than 92% of 16,824 advisers
Assets under management
$9.55Bregulatory AUM
Discretionary $9.54BNon-discretionary $5.2M