Orgel Wealth Management, LLC, headquartered in Altoona, WI, is a highly reputable regional investment advisory firm with a long-standing presence in the industry. With a total of 75 dedicated professionals, 26 of whom specialize in providing expert investment advisory services, Orgel Wealth Management is committed to delivering personalized financial solutions to its diverse clientele.
As a distinguished wealth management firm, Orgel Wealth Management boasts an impressive track record of managing substantial assets. On average, each investment advisor oversees approximately $7,260,000 in assets under management, reflecting their deep expertise and the trust placed in their capabilities.
With over 2,490 individual clients, Orgel Wealth Management has established a strong foothold in the market, successfully managing a staggering $6,255,251,000 in assets. The firm primarily caters to high-net-worth individuals, who comprise the majority of their clientele. While 401K and individual accounts constitute less than 30% of their assets under management, Orgel Wealth Management possesses the proficiency to handle employer funds, offering comprehensive solutions for both personal and corporate financial needs.
Orgel Wealth Management operates out of four strategically located offices, ensuring convenient access to their services for clients throughout the region. The firm prides itself on its team of seasoned advisors, with industry veterans such as Mark Boser, Peter Atkinson, and Kent Higley exemplifying the firm's commitment to delivering exceptional financial guidance and long-term success for their clients.
With a compensation structure that encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, Orgel Wealth Management ensures transparency and aligns its interests with those of its valued clients. As a discretionary asset manager, they possess the authority to make investment decisions on behalf of their clients, utilizing their expertise to maximize returns and mitigate risks.