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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COX, JOYCE, P.A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, JOYCE, P.A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, JOYCE, P.A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, JOYCE, P.A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | CHIEF OPERATING OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MURR, DONNA, JEAN | I | SENIOR RELATIONSHIP MANAGER, PRINCIPAL | NA | Control |
| MURR, DONNA, JEAN | I | SENIOR RELATIONSHIP MANAGER, PRINCIPAL | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP ASSOCIATE | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP ASSOCIATE | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP ASSOCIATE | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP ASSOCIATE | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | NA | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & DIRECTOR OF RESEARCH | NA | Control |
| MURTY, SAMIR, A | I | MEMBER & MANAGING DIRECTOR | C | Control |
| MURTY, SAMIR, A | I | MEMBER & MANAGING DIRECTOR | C | Control |
| MURTY, SAMIR, A | I | MEMBER & MANAGING DIRECTOR | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | C | Control |
| FALKNER, CRAIG, ROBERT | I | MEMBER | B | Control |
| FALKNER, CRAIG, ROBERT | I | MEMBER | B | Control |
| FALKNER, CRAIG, ROBERT | I | MEMBER | B | Control |
| FALKNER, CRAIG, ROBERT | I | MEMBER | B | Control |
| FALKNER, CRAIG, ROBERT | I | MEMBER | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| KANZ, BENJAMIN, JOHN | I | MEMBER & MANAGING DIRECTOR | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & MANAGING DIRECTOR | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & MANAGING DIRECTOR | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| MURTY, SAMIR, A | I | MEMBER & SENIOR RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| NELSON, EVAN, ANDREW | I | MEMBER & RELATIONSHIP MANAGER | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| ORGEL, MARK, ALAN | I | MEMBER & CHAIRMAN | B | Control |
| BOSER, MARK, ANTHONY | I | MEMBER | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLAN SERVICES | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLAN SERVICES | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLAN SERVICES | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| BOSER, MARK, ANTHONY | I | MEMBER & DIRECTOR OF RETIREMENT PLANS | A | Control |
| GROGAN, TERESA, LIVIA | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| GROGAN, TERESA, LIVIA | I | MEMBER & DIRECTOR OF CLIENT SERVICE | A | Control |
| GROGAN, TERESA, LIVIA | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| GROGAN, TERESA, LIVIA | I | MEMBER & DIRECTOR OF CLIENT SERVICE | A | Control |
| GROGAN, TERESA, LIVIA | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| GROGAN, TERESA, LIVIA | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| GROGAN, TERESA, LIVIA | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| GROGAN, TERESA, LIVIA | I | CHIEF COMPLIANCE OFFICER AND MEMBER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| MERTENS, TROY, JOHN | I | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
| REYNOLDS, AARON, SCOTT | I | MEMBER & CHIEF INVESTMENT OFFICER | A | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (41)
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Address
2420 RIVERS EDGE DRIVEALTOONA, WI 54720
United States
Phone: 715-835-6525