ORGEL WEALTH MANAGEMENT, LLC

ALTOONA, Wisconsin·8 registered advisors·CRD# 168219
SEC# 801-782843715-835-6525
01

Firm Overview

AUM
$7.1B
Regulatory assets under management
Employees
78
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ORGEL WEALTH MANAGEMENT, LLC

8 registered advisors
Aaron Scott Reynolds
ALTOONA, Wisconsin
Benjamin John Kanz
ALTOONA, Wisconsin
Craig Robert Falkner
ALTOONA, Wisconsin
Donna Jean Murr
ALTOONA, Wisconsin
Evan Andrew Nelson
ALTOONA, Wisconsin
CFA
Mark Alan Orgel
ALTOONA, Wisconsin
Mark Anthony Boser
ALTOONA, Wisconsin
Samir A Murty
ALTOONA, Wisconsin
05

Office Locations

ALTOONA, Wisconsin
8 advisors

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Data sourced from SEC Form ADV filings. ORGEL WEALTH MANAGEMENT, LLC (CRD# 168219) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.