Orgel Wealth Management, LLC
Orgel Wealth Management, LLC (CRD# 168219) is a financial advisory firm headquartered in Altoona, WI. They manage $6,255,250,814 in 9,697 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management6,255MILLION
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Total Number of Accounts9,697ACCOUNTS
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Average Account Value$645,071
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Jon Laher (CRD# 7825762) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Matthew Leach (CRD# 7424553) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.
Brian Mansky (CRD# 7478072) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.
Tyler Meyer (CRD# 7396692) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.
Dylan Schulz (CRD# 7633043) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Theodore Stewart (CRD# 7851927) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Evan Thompson (CRD# 7848280) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Tanner Thompson (CRD# 7302525) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 3 years of experience in the finance industry.
Joshua Zahn (CRD# 6963968) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.