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ORGEL WEALTH MANAGEMENT, LLC
CRD 168219File 801-78284
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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
79
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.ORGELWEALTH.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,911 | 3,976 | increased by65 |
| Apr 1, 2026 | AUM | $8,060,225,434 | $9,548,675,912 | increased by$1,488,450,478 |
| Apr 1, 2026 | Accounts | 10,402 | 10,680 | increased by278 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 79 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,489 | 3,911 | increased by422 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,606,699,000 | $8,060,225,434 | increased by$1,453,526,434 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,064 | 10,402 | increased by1,338 |
| Apr 1, 2022 | Employees | 56 | 67 | increased by11 |
| Apr 1, 2022 | Clients | 3,137 | 3,489 | increased by352 |
| Apr 1, 2022 | AUM | $5,618,834,000 | $6,606,699,000 | increased by$987,865,000 |
| Apr 1, 2022 | Accounts | 8,152 | 9,064 | increased by912 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORGEL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORGEL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.