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Orgel Wealth Management, LLC

● SEC registered since 2013CRD 168219SEC# 801-78284Altoona, WI
Export (members)
Reg. AUM
$8.06B
Employees
79
Accounts
10,402
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 $8.1 billion in regulatory assets under management and employs 79 people.
www.linkedin.com/company/orgel-wealth-management-llcView on SEC.gov ↗

Orgel Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Aaron Scott Reynolds ControlMember & Chief Investment Officer5-10%2015
Benjamin John Kanz ControlMember & Managing Director10-25%2013
Evan Andrew Nelson ControlMember & Relationship Manager10-25%2018
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Frequently asked questions

How much does Orgel Wealth Management, LLC manage?

Orgel Wealth Management, LLC reports $8.1 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

Address2420 Rivers Edge Drive, Altoona, WI 54720
Phone715-835-6525
Fax715-835-7017
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1658535
Discloses disciplinary historyNo

Assets under management

Discretionary$8.05B
Non-discretionary$10.9M
Total (RAUM)$8.06B