ORGEL WEALTH MANAGEMENT, LLC Employee Directory
Financial ServicesWisconsin, United States51-200 Employees
Orgel Wealth Management, LLC is an independent registered investment adviser headquartered in Altoona, Wisconsin, serving individual and institutional clients nationwide. Rooted in an employee-partner owned structure since 2013, the firm traces its advisory history back to 2004, including its prior affiliation with RBC Capital Markets LLC. Its approach centers on developing enduring client relationships, anticipating needs, and addressing obstacles to help clients pursue their financial objectives with simplicity and peace of mind. The company operates within the financial services industry as a standalone advisory practice focused on providing personalized investment guidance. Its client base comprises individuals and institutions seeking diversified investment strategies, with a history of engaging in discretionary or specified holdings as part of managing asset objectives. The organization emphasizes continuity, independence, and a nationwide service model from its Altoona base.
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