ORGEL WEALTH MANAGEMENT, LLC

CRD 168219File 801-78284

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.55B

Top 10% of cohort (national)

Discretionary AUM

$9.54B

Non-discretionary $5.2M

Clients

3,976

10,680 accounts

Employees

Top 10% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 9, 2013
Principal office: 2420 RIVERS EDGE DRIVE, ALTOONA, WI, 54720
Phone: 715-835-6525
Website: https://www.linkedin.com/company/orgel-wealth-management-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.55B
Discretionary AUM: $9.54B
Non-discretionary AUM: $5.2M
Discretionary accounts: 10,660
Non-discretionary accounts: 20
Total accounts: 10,680
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	43	$289.6M
Charitable organizations	31	$397.9M
High net worth individuals	1,493	$6.35B
Pension and profit sharing plans	116	$1.76B
Individuals (other than high net worth individuals)	2,293	$747.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.