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Building 2ORGEL WEALTH MANAGEMENT, LLC

Map pinALTOONA, WI
Phone715-835-6525
NotebookSEC #801-78284
Total AUM
$9.5B
Employees
79
Clients
3,976

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2420 RIVERS EDGE DRIVE
ALTOONA
WI 54720
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
715-835-6525
Other Offices
2

ReceiptFinancials

Total AUM
$9.5B
Accounts
10,680
Discretionary
$9.5B
Accounts
10,660
Non-Discretionary
$5.2M
Accounts
20

ContactClients

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Individual Clients
2,293
AUM
$747.9M
HNW Individual Clients
1,493
AUM
$6.4B
Pension/Profit Sharing Plan Clients
116
AUM
$1.8B
Charitable Organization Clients
31
AUM
$397.9M
Corporation or Business Clients
43
AUM
$289.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAHIIAIDILINMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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