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| Keyboard |
| Orgel Wealth Management LLC
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|---|---|
| CRD # | 168219 |
| SEC # | 801-78284 |
| CIK # | 0001658535 |
| AUM | 9,548.7 M (2026-03-25) |
| Employees | 79 (39% Investors, 0% Brokers) |
| Phone | 715-835-6525 |
| Address | 2420 Rivers Edge Drive Altoona, WI 54720 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,293 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,493 | 6.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 116 | 1.8 |
| (h) Charitable organizations | 31 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 10,680 | 9.5 |
| By Discretionary | ||
| Discretionary | 10,660 | 9.5 |
| Non-Discretionary | 20 | 0.0 |
| Total | 10,680 | 9.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.5 | |
| Total | 10,680 | 9.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001658535] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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