ORGEL WEALTH MANAGEMENT, LLC
CRD #168219 SEC #801-78284 ALTOONA, WI 715-835-6525
SEC Registered
Total AUM
$8.1B
Discretionary
$8B
Employees
79
Clients
251
Accounts
10,402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.1B | $8B | $10.9M | 79 | 1 |
| Mar 2024 | $7.1B | $7.1B | $2.3M | 78 | 5 |
| Mar 2024 | $7.1B | $7.1B | $2.3M | 78 | 5 |
| Sep 2023 | $6.3B | $6.3B | $2.1M | 75 | 3 |
| Mar 2023 | $6.3B | $6.3B | $2.1M | 75 | 3 |
| Mar 2023 | $6.3B | $6.3B | $2.1M | 75 | 3 |
| Mar 2023 | $6.3B | $6.3B | $2.1M | 75 | 3 |
| Nov 2022 | $6.6B | $6.6B | $2.5M | 67 | 0 |
| Mar 2022 | $6.6B | $6.6B | $2.5M | 67 | 0 |
| Mar 2021 | $5.6B | $5.6B | $0 | 56 | 0 |
| Jun 2020 | $5.1B | $5.1B | $0 | 50 | 0 |
| Mar 2020 | $5.1B | $5.1B | $0 | 50 | 0 |
| Sep 2019 | $4.2B | $4.2B | $0 | 45 | 68 |
| Mar 2019 | $4.2B | $4.2B | $0 | 45 | 68 |
| Aug 2018 | $4.2B | $4.2B | $0 | 40 | 67 |
| May 2018 | $4.2B | $4.2B | $0 | 40 | 67 |
| Mar 2018 | $4.2B | $4.2B | $0 | 40 | 67 |
| Sep 2017 | $4B | $4B | $0 | 37 | 2,700 |
| Mar 2017 | $4B | $3.3B | $708.7M | 40 | 2,700 |
| Mar 2016 | $3B | $3B | $0 | 34 | 2,600 |
| Oct 2015 | $3.1B | $3.1B | $0 | 31 | 2,500 |
| Mar 2015 | $3.1B | $3.1B | $0 | 31 | 2,500 |
| Jun 2014 | $2.8B | $2.8B | $0 | 29 | 2,500 |
| Mar 2014 | $3.6B | $2.7B | $918.9M | 27 | 2,500 |
| Oct 2013 | $2.8B | $2.6B | $269.6M | 11 | 2,400 |
DateMar 2025
Total AUM$8.1B
Discretionary$8B
Non-Disc.$10.9M
Employees79
Clients1
DateMar 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$2.3M
Employees78
Clients5
DateMar 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$2.3M
Employees78
Clients5
DateSep 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$2.1M
Employees75
Clients3
DateMar 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$2.1M
Employees75
Clients3
DateMar 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$2.1M
Employees75
Clients3
DateMar 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$2.1M
Employees75
Clients3
DateNov 2022
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$2.5M
Employees67
Clients0
DateMar 2022
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$2.5M
Employees67
Clients0
DateMar 2021
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees56
Clients0
DateJun 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees50
Clients0
DateMar 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees50
Clients0
DateSep 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees45
Clients68
DateMar 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees45
Clients68
DateAug 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees40
Clients67
DateMay 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees40
Clients67
DateMar 2018
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees40
Clients67
DateSep 2017
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees37
Clients2,700
DateMar 2017
Total AUM$4B
Discretionary$3.3B
Non-Disc.$708.7M
Employees40
Clients2,700
DateMar 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees34
Clients2,600
DateOct 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees31
Clients2,500
DateMar 2015
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees31
Clients2,500
DateJun 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees29
Clients2,500
DateMar 2014
Total AUM$3.6B
Discretionary$2.7B
Non-Disc.$918.9M
Employees27
Clients2,500
DateOct 2013
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$269.6M
Employees11
Clients2,400