Orgel Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Orgel Wealth Management LLC
CRD #168219
SEC #801-78284
CIK #0001658535
AUM$4.2 BB
Employees45
Phone715-835-6525
Address2420 Rivers Edge Drive
Altoona, WI 54720
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
FLRN 167.8
IEMG 113.6
PUTW 97.8
SCHX 5.7
IVV 3.7
MUB 2.7
VLUE 2.0
GLD 1.4
EZM 1.2
SUB 1.2
View All
Holdings by Sector ($BB)
Comparable Firms AUM ($BB)
Provident Trust Company
3.0
Wipfli Financial Advisors LLC
3.2
Johnson Wealth Inc
3.7
HECK Capital Advisors LLC
4.2
Thompson Investment Management Inc
4.2
Nicholas Co Inc
4.5
Geneva Capital Management LLC
4.6
Madison Asset Management LLC
4.7
Reinhart Partners Inc
5.0
DANA Investment Advisors Inc
5.2