Orgel Wealth Management, LLC
Orgel Wealth Management, LLC (CRD# 168219) is a financial advisory firm headquartered in Altoona, WI. They manage $7,104,580,359 in 10,031 accounts and serve the financial needs of clients across 41 states (or territories).
-
Total Assets Under Management7,105MILLION
-
Total Number of Accounts10,031ACCOUNTS
-
Average Account Value$708,262
- 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
![](/img/ws/firm-ria-sec-logo.png)
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
Donna Murr (CRD# 1905694) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry.
Samir Murty (CRD# 4813635) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 19 years of experience in the finance industry.
Evan Nelson (CRD# 5498778) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 13 years of experience in the finance industry.
Daniel Oliver (CRD# 6655329) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 5 years of experience in the finance industry.
Mark Orgel (CRD# 1319970) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 39 years of experience in the finance industry.
Geoffrey Probst (CRD# 5663895) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 13 years of experience in the finance industry.
Aaron Reynolds (CRD# 4573738) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry.
Robert Spaeth (CRD# 6085526) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 11 years of experience in the finance industry.
Lee Clausen (CRD# 4919612) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Bradley Dobson (CRD# 6540242) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 8 years of experience in the finance industry.