Orgel Wealth Management LLC


Assets, Funds, Holdings

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Orgel Wealth Management LLC
CRD #168219
SEC #801-78284
CIK #1658535
AUM $5.1 BB (100% Disc, 100% US, 2020-03-30)
Employees50 (38% Investors, 0% Brokers)
Address2420 Rivers Edge Drive
Altoona, WI 54720
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
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 ($)
Comparable Firms State AUM ($BB)
Strategic Global Advisors LLC
CA 5.1
Invesco Managed Accounts LLC
WA 5.1
Lockton Investment Advisors LLC
MO 5.1
Parametric Risk Advisors LLC
CT 5.1
Coyle Jeffery Lee
CA 5.1
Fiduciary Trust International Ltd
Alken Asset Management LLP
BMO Harris Investment Management Inc
van Berkom and Associates Inc
Ropes Wealth Advisors LLC
MA 5.0
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