Home
Financial Advisor
Wisconsin
Altoona
ORGEL WEALTH MANAGEMENT, LLC

ORGEL WEALTH MANAGEMENT, LLC

Tel: 715-835-6525 2420 Rivers Edge Drive Altoona, Wisconsin 54720

About ORGEL WEALTH MANAGEMENT, LLC

ORGEL WEALTH MANAGEMENT, LLC is a Altoona, Wisconsin based financial advisory firm with nearly $7,104,580,359 in assets under management and provides investment advisory services for 10031 clients. There are currently 78 financial advisors at the firm.

General Information
Firm CRD#:

168219

Firm SEC#:

801-78284

Assets Under Management:

$7,104,580,359

No. of Clients:

10031

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Wisconsin?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Wisconsin, Altoona

FirmCRD#:8158
SEC#:801-7571
No. of Advisors:4069
No. of Clients:331500
AUM:$287,514,955,453
FirmCRD#:307865
SEC#:801-119948
No. of Advisors:260
No. of Clients:25
AUM:$281,345,911,200
FirmCRD#:150114
SEC#:801-70101
No. of Advisors:503
No. of Clients:259
AUM:$151,331,807,781
FirmCRD#:105960
SEC#:801-18140
No. of Advisors:64
No. of Clients:350
AUM:$35,460,961,000
FirmCRD#:114085
SEC#:801-60721
No. of Advisors:14
No. of Clients:31
AUM:$28,558,864,166
FirmCRD#:109149
SEC#:801-15164
No. of Advisors:26
No. of Clients:769
AUM:$14,936,427,714
FirmCRD#:110297
SEC#:801-52751
No. of Advisors:95
No. of Clients:14743
AUM:$13,237,436,659
FirmCRD#:164201
SEC#:801-76857
No. of Advisors:52
No. of Clients:373
AUM:$11,334,422,677
FirmCRD#:307169
SEC#:801-118132
No. of Advisors:35
No. of Clients:313
AUM:$9,848,742,000
FirmCRD#:125557
SEC#:801-61862
No. of Advisors:137
No. of Clients:2516
AUM:$8,435,966,964
FirmCRD#:143848
SEC#:801-67872
No. of Advisors:20
No. of Clients:3566
AUM:$6,656,170,303
FirmCRD#:108347
SEC#:801-4658
No. of Advisors:17
No. of Clients:13
AUM:$6,320,548,103
FirmCRD#:19258
SEC#:801-29185
No. of Advisors:228
No. of Clients:33564
AUM:$6,101,862,276
FirmCRD#:105432
SEC#:801-28444
No. of Advisors:21
No. of Clients:3835
AUM:$5,841,894,931

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.