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ORGEL WEALTH MANAGEMENT, LLC

ALTOONA, WI · CRD 168219 · IAPD ↗ · 715-835-6525

$9.55BRegulatory AUM
31Advisory reps
79Employees
0Clients
251-500Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ORGEL WEALTH MANAGEMENT, LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — ORGEL WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — ORGEL WEALTH MANAGEMENT, LLC grew from 26 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.