# Orgel Wealth Management, LLC

> Orgel Wealth Management, LLC is an SEC-registered investment advisory firm in Altoona, WI, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 168219
- Filed as: ORGEL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Altoona, WI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168219
- AdvisorCensus page: https://advisorcensus.com/firm/orgel-wealth-management-llc-altoona-wi-168219

## Quick answers

**How is Orgel Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Orgel Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Orgel Wealth Management, LLC located?**
Orgel Wealth Management, LLC's principal office is in Altoona, WI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Orgel Wealth Management, LLC registered with the SEC or a state?**
Orgel Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168219.

**How much does Orgel Wealth Management, LLC manage?**
Orgel Wealth Management, LLC reports $9,548,675,912 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Orgel Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Orgel Wealth Management, LLC: Regulatory assets under management: $5,618,834,000 in the October 2021 data and $9,548,675,912 in the October 2026 data, up 70%. Total employees: 56 in October 2021 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Orgel Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,293); high net worth individuals (1,493); pension and profit sharing plans (but not the plan participants or government pension plans) (116).

**Which custodians does Orgel Wealth Management, LLC use?**
Orgel Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Orgel Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168219

**Does Orgel Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Orgel Wealth Management generally imposes a minimum portfolio size of $2,000,000 for new client relationships; however, Orgel Wealth Management, in its sole discretion, may accept clients with portfolios less than $2,000,000 based upon certain criteria"

**What changed in Orgel Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $8,060,225,434 to $9,548,675,912 (+18%). No longer lists an office in Altoona, WI. Registered or notice-filed in WV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Orgel Wealth Management generally imposes a minimum portfolio size of $2,000,000 for new client relationships; however, Orgel Wealth Management, in its sole discretion, may accept clients with portfolios less than $2,000,000 based upon certain criteria

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $9,548,675,912
- Discretionary: $9,543,470,024
- Non-discretionary: $5,205,888

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,293 | $747,886,504 |
| High net worth individuals | 1,493 | $6,354,107,584 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 116 | $1,759,222,353 |
| Charitable organizations | 31 | $397,887,728 |
| Corporations or other businesses not listed above | 43 | $289,571,743 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 79 total, 31 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Minnetonka, MN
- Onalaska, WI

### Websites listed on Form ADV (Item 1.I)
- orgelwealth.com
- LinkedIn @orgel-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,618,834,000 | 56 | March 29, 2021 |
| October 2022 | $6,606,699,000 | 67 | March 29, 2022 |
| October 2023 | $6,255,250,814 | 75 | September 18, 2023 |
| October 2024 | $7,104,580,359 | 78 | March 29, 2024 |
| October 2025 | $8,060,225,434 | 79 | March 28, 2025 |
| October 2026 | $9,548,675,912 | 79 | March 25, 2026 |

Regulatory assets under management: $5,618,834,000 in the October 2021 data and $9,548,675,912 in the October 2026 data, up 70%.
Total employees: 56 in October 2021 and 79 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $8,060,225,434 to $9,548,675,912 (+18%).
- No longer lists an office in Altoona, WI.
- Registered or notice-filed in WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orgel Wealth Management, LLC (CRD 168219): Form ADV filing data as of October 2026.