Orgel Wealth Management, LLC

RIASEC Registered
Total AUM
$9.5B
Discretionary
$9.5B
100% of AUM
Avg account
$894K
Accounts
10,680
Employees
79
Advisory reps
32

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Other 5%, State & Local Bonds 1%, Cash & Cash Equivalents 1%93%
  • Public Funds/Mutual Funds93%
  • Other5%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • Christopher Meeks

    Christopher Meeks

    Chief Administrative OfficerCRD 6753384

  • Aaron Reynolds

    Aaron Reynolds

    Chief Investment Officer, PrincipalCRD 4573738

  • Troy Mertens

    Chief Operating Officer & Chief Compliance OfficerCRD 4362189

Contacts

3 of 29
  • Geoffrey Probst

    Geoffrey Probst

    Principal, Relationship ManagerCRD 5663895

  • Jonathan Ippel

    Jonathan Ippel

    Principal, Relationship ManagerCRD 5833663

  • Michael Eskridge

    Michael Eskridge

    Senior Research AnalystCRD 5205648

Unlock 26 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 96

Active vs passive

$5.7B in ETFs

Passive

76%

$4.3B

Active

<1%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT DURATION BOND ETF (VSDB)Vanguard$619M8,294,43110.85%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth