Key facts
- ORGEL WEALTH MANAGEMENT, LLC is a other based in ALTOONA, WI.
- ORGEL WEALTH MANAGEMENT, LLC reports $9.1M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 168219- Regulatory AUM
- $9.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 79
- Registered office
- ALTOONA, WI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for ORGEL WEALTH MANAGEMENT, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for ORGEL WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is ORGEL WEALTH MANAGEMENT, LLC's AUM?
- ORGEL WEALTH MANAGEMENT, LLC manages approximately $9.1M in assets.