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 ...
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Assets Under Mgmt
$6.26B
Investment Professionals
26
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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