ORGEL WEALTH MANAGEMENT, LLC of ALTOONA, WI is an SEC-registered investment adviser (CRD 168219). Regulatory assets under management: $9.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Mark Alan Orgel | MEMBER & CHAIRMAN | — |
| Samir A Murty | MEMBER & SENIOR RELATIONSHIP MANAGER | — |
| Mark Anthony Boser | MEMBER & DIRECTOR OF RETIREMENT PLANS | — |
| Benjamin John Kanz | MEMBER & MANAGING DIRECTOR | — |
| Troy John Mertens | MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Aaron Scott Reynolds | MEMBER & CHIEF INVESTMENT OFFICER | — |
| Evan Andrew Nelson | MEMBER & RELATIONSHIP MANAGER | — |
| MERTENS TROY JOHN | CHIEF OPERATING OFFICER; MEMBER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| REYNOLDS THOMAS SCOTT | MEMBER & CHIEF INVESTMENT OFFICER; MEMBER & DIRECTOR OF RESEARCH | — |
| KANZ BENJAMIN JOHN | MEMBER; MEMBER & MANAGING DIRECTOR; MEMBER & SENIOR RELATIONSHIP MANAGER | — |
| GROGAN TERESA LIVIA | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER & DIRECTOR OF CLIENT SERVICE | — |
| ORGEL MARK ALAN | MEMBER; MEMBER & CHAIRMAN | — |
| MURTY SAMIR A | MEMBER; MEMBER & MANAGING DIRECTOR; MEMBER & SENIOR RELATIONSHIP MANAGER | — |
| BOSER MARK ANTHONY | MEMBER; MEMBER & DIRECTOR OF RETIREMENT PLANS; MEMBER & DIRECTOR OF RETIREMENT PLAN SERVICES | — |
| FALKNER CRAIG ROBERT | MEMBER | — |
| COX JOYCE PA | CHIEF COMPLIANCE OFFICER | — |
| NELSON EVAN ANDREW | MEMBER & RELATIONSHIP ASSOCIATE; MEMBER & RELATIONSHIP MANAGER | — |
| MURR DONNA JEAN | SENIOR RELATIONSHIP MANAGER, PRINCIPAL | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MINNETONKA | MN | 4 | 612-377-2253 |
| MINNETONKA | MN | 4 | 612-377-2253 |
| ONALASKA | WI | 3 | 715-835-6525 |
| ONALASKA | WI | 3 | 715-835-6525 |