VOGEL WEALTH MANAGEMENT, LLC

Overview

Vogel Wealth Management, LLC is an independent registered investment advisor operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as select institutional relationships. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of third‑party advisers when outside expertise is required. Vogel acts as a capital allocator for client portfolios and charges fees as a percentage of assets under management, supplemented by other fee arrangements as needed. Investment activity shows a clear preference for publicly traded equities, which make up the single largest asset class in client portfolios. The firm does not identify as an active ESG investor and operates only in a single state jurisdiction. Vogel maintains an affiliation with an insurance company as part of its industry relationships and uses outside managers for certain allocations.

Assets & Accounts

Public Holdings

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Location & Offices