Orgel Wealth Management LLC
Legal Name: ORGEL WEALTH MANAGEMENT, LLC
Full Contact Details
Orgel Wealth Management LLC
2420 RIVERS EDGE DRIVE, ALTOONA, WI
715-835-6525
715-835-7017
Other Info
Orgel Wealth Management LLC, a DE Limited Liability Company, is a financial advisory firm that serves 68 clients. With 45 employees, including 18 who work in advisory roles, the firm's SEC status was last reported as Approved on July 9, 2013.
Orgel Wealth Management: A Trusted Strategic Advisory Firm
Skip to Main Content Orgel Wealth Management The Orgel Way Overview The Orgel Story Who We Serve Overview Individuals Business Leaders Retirement Plan Sponsors Non-Profit Organizations How We Serve Who We Are Contact Us My Account Menu Close Slide 1 of 4 Slide 2 of 4 Slide 3 of 4 Slide 4 of 4 Welcom…
Direct Owners
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AARON SCOTT REYNOLDS
MEMBER & DIRECTOR OF RESEARCH owns less than 5%
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BENJAMIN JOHN KANZ
MEMBER & MANAGING DIRECTOR owns more than 10% but less than 25%
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EVAN ANDREW NELSON
MEMBER & RELATIONSHIP MANAGER owns less than 5%
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MARK ALAN ORGEL
MEMBER & CHAIRMAN owns more than 25% but less than 50%
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MARK ANTHONY BOSER
MEMBER & DIRECTOR OF RETIREMENT PLANS owns more than 5% but less than 10%
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SAMIR A MURTY
MEMBER & SENIOR RELATIONSHIP MANAGER owns more than 10% but less than 25%
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TROY JOHN MERTENS
MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER owns less than 5%