Orgel Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

168219

SEC number

801-78284

Firm type

RIA

Assets under management

$9.5B as of Mar 25, 2026

Website

www.linkedin.com/company/orgel-wealth-management-llc ↗

Phone

715-835-6525

Address

2420 Rivers Edge Drive, Altoona, WI, 54720

Advisors at this firm

30 in our index · page 1 of 1

• Peter John AtkinsonCRD 4268761 · Altoona, WI
  IA Registered
• Mark Anthony BoserCRD 2921925 · Altoona, WI
  IA Registered
• Ronald F. DucharmeCRD 4304518 · Onalaska, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael EskridgeCRD 5205648 · Altoona, WI
  IA RegisteredRegistration inactive
• Michael Paul FieldsCRD 8051665 · Altoona, WI
  IA Registered
• Anna E. GeisslerCRD 8240328 · Altoona, WI
  IA Registered
• Kent Mathew HigleyCRD 4595884 · Altoona, WI
  IA Registered
• Mary Jean HissCRD 6173711 · Altoona, WI
  IA Registered
• Jonathan Paul IppelCRD 5833663 · Altoona, WI
  IA Registered
• Benjamin John KanzCRD 4119942 · Altoona, WI
  IA Registered
• Adam KernCRD 7062001 · Altoona, WI
  IA Registered
• Hannah Marie KingCRD 7392311 · Minnetonka, MN
  IA Registered
• Jon R LaherCRD 7825762 · Altoona, WI
  IA Registered
• Matthew Steven LeachCRD 7424553 · Altoona, WI
  IA Registered
• Donna Jean MurrCRD 1905694 · Altoona, WI
  IA Registered
• Samir A MurtyCRD 4813635 · Altoona, WI
  IA Registered
• Brian J ManskyCRD 7478072 · Onalaska, WI
  IA Registered
• Christopher Wayne MeeksCRD 6753384 · Altoona, WI
  IA Registered
• Tyler Jackson MeyerCRD 7396692 · Minnetonka, MN
  IA Registered
• Evan Andrew NelsonCRD 5498778 · Altoona, WI
  IA Registered
• Mark Alan OrgelCRD 1319970 · Altoona, WI
  IA Registered
  Disclosure event(s) on record
• Daniel Michael OliverCRD 6655329 · 55305, MN
  IA Registered
• Geoffrey Adam ProbstCRD 5663895 · Altoona, WI
  IA Registered
• Aaron Scott ReynoldsCRD 4573738 · Altoona, WI
  IA Registered
• Robert Scott SpaethCRD 6085526 · Altoona, WI
  IA Registered
• Dylan C SchulzCRD 7633043 · Altoona, WI
  IA Registered
• Ryan L SmithCRD 7396354 · Minnetonka, MN
  IA RegisteredRegistration inactive
• Andrew M StegerCRD 7898224 · Onalaska, WI
  IA Registered
• Evan L. ThompsonCRD 7848280 · Altoona, WI
  IA Registered
• Tanner ThompsonCRD 7302525 · Altoona, WI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.