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
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.