Data / Investment advisers / Wisconsin / Orgel Wealth Management, LLC
Orgel Wealth Management, LLC, Altoona, WI: $9.5 billion AUM, SEC registered investment adviser
Orgel Wealth Management, LLC is an SEC registered investment adviser with its main office in Altoona, Wisconsin and reports $9.5 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 168219
- SEC file number
- 801-78284
- SEC status
- Approved, effective July 9, 2013
- Main office
- 2420 Rivers Edge Drive, Altoona, WI 54720
- Phone
- (715) 835-6525
- Regulatory AUM
- $9,548,675,912 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $9,543,470,024
- Non discretionary AUM
- $5,205,888
- Accounts
- 10,680
- Employees
- 79, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,493 | $6.35 billion |
| Pension and profit sharing plans | 116 | $1.76 billion |
| Individuals (other than high net worth individuals) | 2,293 | $747.9 million |
| Charitable organizations | 31 | $397.9 million |
| Corporations or other businesses | 43 | $289.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $9.55 billion | March 25, 2026 |
| December 1, 2025 | $8.06 billion | March 28, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Madison Investment Advisors, LLC | Madison | $13.84 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | $11.36 billion | Not listed | adviserinfo.sec.gov |
| Heck Capital Advisors, LLC | Rhinelander | $11.31 billion | Not listed | adviserinfo.sec.gov |
| Johnson Wealth Inc. | Milwaukee | $10.35 billion | Not listed | adviserinfo.sec.gov |
| Harbour Investments, Inc. | Madison | $9.60 billion | Not listed | adviserinfo.sec.gov |
| Annex Wealth Management, LLC | Brookfield | $8.05 billion | Not listed | adviserinfo.sec.gov |
| Provident Trust Company | Waukesha | $6.86 billion | Not listed | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | $6.08 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Orgel Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.