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).

Current Firm Details
2420 Rivers Edge Drive, Altoona, WI 54720
https://www.linkedin.com/company/orgel-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    7,105
    MILLION
  • Total Number of Accounts
    10,031
    ACCOUNTS
  • Average Account Value
    $708,262
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Orgel Wealth Management, LLC
Showing 31 - 31 of 31 top financial advisors.
31
Joshua Zahn, financial advisor Altoona WI
Joshua J. Zahn
CRD#: 6963968
2420 Rivers Edge Drive, Altoona, WI 54720

Joshua Zahn (CRD# 6963968) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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