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| Orgel Wealth Management LLC
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| |
|---|---|
| CRD # | 168219 |
| SEC # | 801-78284 |
| CIK # | 0001658535 |
| AUM | $7.1 BB (2024-03-29) |
| Employees | 78 (40% Investors, 0% Brokers) |
| Phone | 715-835-6525 |
| Address | 2420 Rivers Edge Drive Altoona, WI 54720 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,428 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,200 | 4.6 |
| (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 | 112 | 1.3 |
| (h) Charitable organizations | 33 | 0.3 |
| (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 | 40 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 10,031 | 7.1 |
| By Discretionary | ||
| Discretionary | 10,029 | 7.1 |
| Non-Discretionary | 2 | 0.0 |
| Total | 10,031 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 10,031 | 7.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001658535] |
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Confluence Investment Management LLC
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McMorgan & Company LLC
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|
Valmark Advisers Inc
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OH | 7.0 |
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Crossmark Global Investments Inc
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