Orgel Wealth Management, LLC
Firm details
- Headquarters
- Altoona, Wisconsin
- CRD number
- 168219
- Registered since
- July 9, 2013
- Website
- www.orgelwealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.54%
- Pension & Profit Sharing Plans18.42%
- Individuals7.83%
- Charitable Organizations4.17%
- Corporations / Businesses3.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Orgel Wealth Management, LLC is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2013. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Its fees are charged as a percentage of assets under management and via fixed fees. Orgel identifies as an active ESG investor and positions ESG considerations alongside traditional investment selection. Two Citywire recognitions — inclusion in the "50 Growers Across America" lists in 2023 and 2025 — appear on the firm’s public profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Other5%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Aaron Reynolds
Chief Investment Officer, PrincipalCRD 4573738
Christopher Meeks
Chief Administrative OfficerCRD 6753384
Troy Mertens
Chief Operating Officer & Chief Compliance OfficerCRD 4362189
Contacts
3 of 28
Jon Laher
Financial AnalystCRD 7825762
Andrew Steger
Relationship ManagerCRD 7898224
Kent Higley
Investment Advisor RepresentativeCRD 4595884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$5.7B in ETFs
80%
$4.5B
<1%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $737M | 3,358,210 | 13.00% |
Location
Altoona, WI
Eau Claire
Location
Altoona, WI
Headquartered in Altoona, WI, anchoring the Eau Claire-Menomonie, WI metro in the Midwest.
- Metro area
- Eau Claire-Menomonie, WI
- Region
- Midwest
- County
- Eau Claire
- Address
- 2420 Rivers Edge Dr
- Time zone
- CT (UTC-6)
- Office locations
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