Orgel Wealth Management LLC

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Orgel Wealth Management LLC
CRD #168219
SEC #801-78284
CIK #1658535
AUM $5.1 BB (100% Disc, 100% US, 2020-03-30)
Employees50 (38% Investors, 0% Brokers)
Phone715-835-6525
Address2420 Rivers Edge Drive
Altoona, WI 54720
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02010201320172021
Sector Issuer Cap ($MM) Value ($MM)
MUB 149.5
IEMG 76.2
MLPX 44.5
IVV 10.3
SCHX 6.1
VLUE 5.2
QUAL 3.6
ISTB 3.1
EZM 3.0
SCHB 2.7
View All
Holdings by Sector ($)
0.50.40.30.20.10.02015201620182020
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