What departments does ORGEL WEALTH MANAGEMENT, LLC have?

ORGEL WEALTH MANAGEMENT, LLC has employees across 8 departments including Operations, Administrative, Entrepreneurship, Analytics, Education.

What is the largest department at ORGEL WEALTH MANAGEMENT, LLC?

The largest department at ORGEL WEALTH MANAGEMENT, LLC is Administrative with 3 employees.

Where are ORGEL WEALTH MANAGEMENT, LLC employees located globally?

ORGEL WEALTH MANAGEMENT, LLC has employees across 4 continents and 4 countries including Djibouti, Netherlands, United States Of America, Brazil.

How has ORGEL WEALTH MANAGEMENT, LLC's team size changed over time?

ORGEL WEALTH MANAGEMENT, LLC's team has decreased from approximately 51 to 48 employees based on available data.

ORGEL WEALTH MANAGEMENT, LLC Employee Directory

Financial ServicesWisconsin, United States51-200 Employees

Orgel Wealth Management, LLC is an independent registered investment adviser headquartered in Altoona, Wisconsin, serving individual and institutional clients nationwide. Rooted in an employee-partner owned structure since 2013, the firm traces its advisory history back to 2004, including its prior affiliation with RBC Capital Markets LLC. Its approach centers on developing enduring client relationships, anticipating needs, and addressing obstacles to help clients pursue their financial objectives with simplicity and peace of mind.
The company operates within the financial services industry as a standalone advisory practice focused on providing personalized investment guidance. Its client base comprises individuals and institutions seeking diversified investment strategies, with a history of engaging in discretionary or specified holdings as part of managing asset objectives. The organization emphasizes continuity, independence, and a nationwide service model from its Altoona base.

ORGEL WEALTH MANAGEMENT, LLC Global Highlights

North America
72

United States Of America
72

Africa
1

Djibouti
1

Europe
1

Netherlands
1

South America
1

Brazil
1

ORGEL WEALTH MANAGEMENT, LLC's Leadership

T. M.
Chief Operating Officer
Mobile Phone
Email
C. M.
Chief Administrative Officer
Mobile Phone
Email
M. O.
Owner
Mobile Phone
Email
N. M.
Business Systems And Analytics Manager
Mobile Phone
Email
R. R.
Client Service Manager
Mobile Phone
Email
G. P.
Relationship Manager, Principal
Mobile Phone
Email
H. W.
Database Manager
Mobile Phone
Email
A. O.
Senior Executive Assistant
Mobile Phone
Email

ORGEL WEALTH MANAGEMENT, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Business
Accounting
Other

Contact profiles from ORGEL WEALTH MANAGEMENT, LLC

Name

Title

Contact Info

Location

Last Update

T. M.
Chief Operating Officer
Mobile Phone
Email
Jun 29, 2026
C. M.
Chief Administrative Officer
Mobile Phone
Email
Oct 22, 2024
M. O.
Owner
Mobile Phone
Email
Oct 16, 2024
N. M.
Business Systems And Analytics Manager
Mobile Phone
Email
Jul 17, 2026
R. R.
Client Service Manager
Mobile Phone
Email
May 31, 2026
G. P.
Relationship Manager, Principal
Mobile Phone
Email
Jun 08, 2026
H. W.
Database Manager
Mobile Phone
Email
Oct 22, 2024
A. O.
Senior Executive Assistant
Mobile Phone
Email
Jan 27, 2026
K. H.
Senior Participant Education Specialist
Mobile Phone
Email
Jun 08, 2026
N. C.
Senior Executive Assistant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is ORGEL WEALTH MANAGEMENT, LLC known for?

ORGEL WEALTH MANAGEMENT, LLC was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-715-858-****

. Explore ORGEL WEALTH MANAGEMENT, LLC's company overview page for more information.

What is ORGEL WEALTH MANAGEMENT, LLC's most common email format?

ORGEL WEALTH MANAGEMENT, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ORGEL WEALTH MANAGEMENT, LLC email formats with LeadIQ.

How many employees does ORGEL WEALTH MANAGEMENT, LLC have currently?

ORGEL WEALTH MANAGEMENT, LLC has approximately 54 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaEurope.

Who are ORGEL WEALTH MANAGEMENT, LLC's key employees and leadership?

As of July 2026, ORGEL WEALTH MANAGEMENT, LLC's key employees include:

Chief Operating Officer: T. M.
Chief Administrative Officer: C. M.
Owner: M. O.
Business Systems And Analytics Manager: N. M.
Client Service Manager: R. R.

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ORGEL WEALTH MANAGEMENT, LLC Employee Directory

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