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 that has been SEC registered since 2013. The firm serves both individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Fees are charged as a percentage of assets under management and via fixed fees. Orgel identifies as an active ESG investor and uses ESG considerations in its investment approach. The firm does not act as a capital allocator. Citywire recognized Orgel Wealth Management on its "50 Growers Across America" lists in 2023 and again in 2025.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$5.7B in ETFs
76%
$4.3B
<1%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT DURATION BOND ETF (VSDB) | Vanguard | $619M | 8,294,431 | 10.85% |
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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