Orgel Wealth Management is an investment advisor in Altoona with $6.61 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462793932
SEC advisor number
801-78284
FINRA CRD number
168219
AUM ?
$7.10 bn
(as of 29 Mar 24)
Accounts
10,031
(as of 29 Mar 24)
Employees
78
(31 investment advisory or research)
Address
Orgel Wealth Management
2420 RIVERS EDGE DRIVE
ALTOONA
WI 54720
2420 RIVERS EDGE DRIVE
ALTOONA
WI 54720
Phone
715-835-6525
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22