ORGEL WEALTH MANAGEMENT, LLC Employee Directory

Q: What is ORGEL WEALTH MANAGEMENT, LLC known for?

ORGEL WEALTH MANAGEMENT, LLC was founded in 2013. ORGEL WEALTH MANAGEMENT, LLC operates in the Financial Services industry.

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

ORGEL WEALTH MANAGEMENT, LLC has approximately 50 employees.

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.

Find ORGEL WEALTH MANAGEMENT, LLC employees' phone numbers or email addresses

ORGEL WEALTH MANAGEMENT, LLC Global Highlights

North America
76

United States Of America
76

South America
2

Brazil
2

Africa
1

Djibouti
1

Europe
1

Netherlands
1

ORGEL WEALTH MANAGEMENT, LLC's Leadership

M. W.
Chief Technology Officer
Mobile Phone
Email
T. M.
Chief Operating Officer
Mobile Phone
Email
C. M.
Chief Administrative Officer
Mobile Phone
Email
M. O.
Owner
Mobile Phone
Email
D. A. W.
Market Director
Mobile Phone
Email
M. B.
Director Of Retirement Plan Services, Principal
Mobile Phone
Email
C. G.
Controller
Mobile Phone
Email
R. D.
Relationship Manager
Mobile Phone
Email

ORGEL WEALTH MANAGEMENT, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Business
Accounting
Other

Contact profiles from ORGEL WEALTH MANAGEMENT, LLC

Name

Title

Contact Info

Location

Last Update

B. K.
Senior Relationship Manager, Principal
Mobile Phone
Email
United StatesWisconsin
Feb 12, 2026
D. M.
Senior Relationship Manager, Principal
Mobile Phone
Email
United StatesWisconsin
Feb 12, 2026
D. O.
Relationship Manager
Mobile Phone
Email
United StatesMinnesota
Feb 12, 2026
T. M.
Relationship Manager
Mobile Phone
Email
United StatesMinnesota
Feb 12, 2026
A. K.
Relationship Manager
Mobile Phone
Email
United StatesWisconsin
Feb 12, 2026
A. S.
Manager Of Client Experience
Mobile Phone
Email
United StatesWisconsin
Feb 12, 2026
A. R.
Compliance Manager
Mobile Phone
Email
United StatesWisconsin
Jan 27, 2026
S. R.
Database Manager
Mobile Phone
Email
United StatesWisconsin
Sep 24, 2025
L. T.
Human Resources Manager
Mobile Phone
Email
United StatesWisconsin
Mar 25, 2026
R. R.
Client Service Manager
Mobile Phone
Email
Feb 12, 2026

Frequently Asked Questions

What is ORGEL WEALTH MANAGEMENT, LLC known for?

ORGEL WEALTH MANAGEMENT, LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 2420 Rivers Edge Drive Altoona, Wisconsin 54720 United States; you can contact the main corporate office by phone at

+1-715-858-****

. Explore ORGEL WEALTH MANAGEMENT, LLC's company overview page for more information.

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

ORGEL WEALTH MANAGEMENT, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ORGEL WEALTH MANAGEMENT, LLC email formats with LeadIQ.

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

ORGEL WEALTH MANAGEMENT, LLC has approximately 50 employees as of March 2026. These team members are located across 4 continents, including North AmericaSouth AmericaAfrica.

Who are ORGEL WEALTH MANAGEMENT, LLC's key employees and leadership?

As of March 2026, ORGEL WEALTH MANAGEMENT, LLC's key employees include:

Chief Technology Officer: M. W.
Chief Operating Officer: T. M.
Chief Administrative Officer: C. M.
Owner: M. O.
Market Director: D. A. W.

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