ORGEL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$9,548,675,912
Discretionary
$9,543,470,024
Non-discretionary
$5,205,888
Firm details
- CRD number
- 168219
- SEC file number
- 801-78284
- Main office
- ALTOONA, WI, United States
- Employees
- 79
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.