# ORGEL WEALTH MANAGEMENT, LLC

ORGEL WEALTH MANAGEMENT, LLC of ALTOONA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 168219
- Type: SEC-registered investment adviser
- SEC file number: 801-78284
- Location: 2420 RIVERS EDGE DRIVE, ALTOONA, WI, 54720
- Phone: 715-835-6525
- Latest filing: 2026-03-25
- Regulatory AUM: $9.5B
- Discretionary AUM: $9.5B
- Non-discretionary AUM: $5.2M
- Clients: 79
- Accounts: 10,680

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (18)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168219/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168219/similar
- Related entities: https://search.stillhousedata.com/firm/168219/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168219

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.