ORGEL WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ALTOONA, Wisconsin
- CRD number
- 168219
- Registered since
- July 9, 2013
- Website
- www.orgelwealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.54%
- Pension & Profit Sharing Plans18.42%
- Individuals7.83%
- Charitable Organizations4.17%
- Corporations / Businesses3.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Orgel Wealth Management, LLC is an independent registered investment adviser, formed as an LLC and registered with the SEC in 2013. The firm serves both individual & family clients and institutional clients, operating under an owner-managed structure. Its fee model combines a percentage of assets under management with fixed-fee arrangements. Advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm identifies as an active ESG investor and has been recognized in Citywire’s "50 Growers Across America" lists in 2023 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Other5%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3AARON REYNOLDS
Chief Investment Officer, PrincipalCRD 4573738
Christopher Meeks
Chief Administrative OfficerCRD 6753384
TROY MERTENS
Chief Operating Officer & Chief Compliance OfficerCRD 4362189
Contacts
3 of 28Jon Laher
Financial AnalystCRD 7825762
Andrew Steger
Relationship ManagerCRD 7898224
KENT HIGLEY
Investment Advisor RepresentativeCRD 4595884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$5B in ETFs
85%
$4.2B
3%
$730M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $632M | 3,292,676 | 12.71% |
Location
ALTOONA, WI
EAU CLAIRE
Location
ALTOONA, WI
Headquartered in ALTOONA, WI, anchoring the Eau Claire-Menomonie, WI metro in the Midwest.
- Metro area
- Eau Claire-Menomonie, WI
- Region
- Midwest
- County
- EAU CLAIRE
- Address
- 2420 Rivers Edge Dr
- Time zone
- CT (UTC-6)
- Office locations
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