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Orgel Wealth Management, LLC

Headquartered in ALTOONA, WI

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Firm Information

Orgel Wealth Management, LLC is a registered investment adviser with offices in Altoona, WI. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. They manage approximately $7.1 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. The firm also participates in wrap fee programs.

Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE

ALTOONA, WI 54720

$7.10B

Assets Under Management

5

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

ORGEL WEALTH MANAGEMENT, LLC has a total of 5 branch locations across the country.
location

55305, MN

location

MINNETONKA, MN

location

Onalaska, WI

location

Minnetonka, MN

location

ALTOONA, WI

Advisors at Orgel Wealth Management, LLC

View All 30 Advisors
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Christopher Wayne Meeks

RA

ALTOONA, WI

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Mark Alan Orgel

RA

ALTOONA, WI

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Tanner Thompson

RA

ALTOONA, WI

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Evan L. Thompson

RA

ALTOONA, WI

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Theodore Henry Stewart

RA

Minnetonka, MN

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Ronald F. Ducharme

RA

ALTOONA, WI

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Aaron Eugene Schueller

RA

ALTOONA, WI

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Andrew M Steger

CFP®, RA

Onalaska, WI

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Disclosures

There are no public disclosures for Orgel Wealth Management, LLC.

Frequently Asked Questions (8)

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