Insights

Strong Market Presence Orgel Wealth Management has established a solid financial footing with annual revenues between fifty to one hundred million dollars, indicating substantial revenue streams that could support expanding service offerings or premium financial products.

Recent Asset Growth The firm has actively increased its investment holdings, notably acquiring significant positions in municipal bond ETFs and other assets, demonstrating an appetite for diversified financial instruments that presents opportunities for partnerships or new product introductions.

Recognition and Credibility Being named to the 2014 Financial Times 300 Top Registered Investment Advisers List underscores its industry credibility and client trust, making it an attractive target for high-net-worth client acquisition and exclusive investment solutions.

Tech-Enabled Service Utilizing tools like Zoho, WordPress, and Apple iCloud Mail suggests the firm emphasizes digital efficiency and customer engagement, which opens avenues for advanced fintech solutions or client relationship management enhancements.

Expansion Opportunities Serving a broad nationwide client base with a committed employee-partner model offers potential for scalable services, strategic alliances, or targeted marketing campaigns to grow their institutional and individual client segments.

Similar companies to ORGEL WEALTH MANAGEMENT, LLC

ORGEL WEALTH MANAGEMENT, LLC Tech Stack

ORGEL WEALTH MANAGEMENT, LLC uses 8 technology products and services including Crazy Egg, WordPress, Zoho, and more. Explore ORGEL WEALTH MANAGEMENT, LLC's tech stack below.

Crazy Egg
Analytics
WordPress
Content Management System
Zoho
Customer Relationship Management
Apple iCloud Mail
Email
Twemoji
Font Scripts
jQuery
Javascript Libraries
Adobe Fonts
Web Fonts
Apache
Web Servers

Media & News

ORGEL WEALTH MANAGEMENT, LLC's Email Address Formats

ORGEL WEALTH MANAGEMENT, LLC uses at least 1 format(s):

ORGEL WEALTH MANAGEMENT, LLC Email Formats	Example	Percentage
First.Last@orgelwealth.com	John.Doe@orgelwealth.com	91%
FLast@orgelwealth.com	JDoe@orgelwealth.com	5%
First@orgelwealth.com	John@orgelwealth.com	3%
Fir.Last@orgelwealth.com	Joh.Doe@orgelwealth.com	1%

Frequently Asked Questions

Where is ORGEL WEALTH MANAGEMENT, LLC's headquarters located?

ORGEL WEALTH MANAGEMENT, LLC's main headquarters is located at 2420 Rivers Edge Drive Altoona, Wisconsin 54720 United States. The company has employees across 4 continents, including North AmericaSouth AmericaAfrica.

What is ORGEL WEALTH MANAGEMENT, LLC's phone number?

You can contact ORGEL WEALTH MANAGEMENT, LLC's main corporate office by phone at

+1-715-858-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ORGEL WEALTH MANAGEMENT, LLC's official website and social media links?

ORGEL WEALTH MANAGEMENT, LLC's official website is orgelwealth.com and has social profiles on LinkedIn.

What is ORGEL WEALTH MANAGEMENT, LLC's NAICS code?

ORGEL WEALTH MANAGEMENT, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does ORGEL WEALTH MANAGEMENT, LLC have currently?

As of March 2026, ORGEL WEALTH MANAGEMENT, LLC has approximately 50 employees across 4 continents, including North AmericaSouth AmericaAfrica. Key team members include Chief Technology Officer: M. W.Chief Operating Officer: T. M.Chief Administrative Officer: C. M.. Explore ORGEL WEALTH MANAGEMENT, LLC's employee directory with LeadIQ.

What industry does ORGEL WEALTH MANAGEMENT, LLC belong to?

ORGEL WEALTH MANAGEMENT, LLC operates in the Financial Services industry.

What technology does ORGEL WEALTH MANAGEMENT, LLC use?

ORGEL WEALTH MANAGEMENT, LLC's tech stack includes Crazy EggWordPressZohoApple iCloud MailTwemojijQueryAdobe FontsApache.

What is ORGEL WEALTH MANAGEMENT, LLC's email format?

ORGEL WEALTH MANAGEMENT, LLC's email format typically follows the pattern of First.Last@orgelwealth.com. Find more ORGEL WEALTH MANAGEMENT, LLC email formats with LeadIQ.

When was ORGEL WEALTH MANAGEMENT, LLC founded?

ORGEL WEALTH MANAGEMENT, LLC was founded in 2013.

ORGEL WEALTH MANAGEMENT, LLC

Q: How many employees does ORGEL WEALTH MANAGEMENT, LLC have currently?

ORGEL WEALTH MANAGEMENT, LLC has approximately 50 employees.

Q: What technology does ORGEL WEALTH MANAGEMENT, LLC use?

ORGEL WEALTH MANAGEMENT, LLC's tech stack includes Cloudflare Bot Management, Apple iCloud Mail, Apache, Crazy Egg, jQuery.

Financial ServicesWisconsin, United States11-50 Employees

Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind.