Orgel Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 168219
· SEC file 801-78284
· Altoona, WI
· www.linkedin.com
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $9.5B
- Discretionary
- $9.5B
- Clients
- 3,976
- Avg AUM / client
- $2.4M
- Accounts
- 10,680
- Employees
- 79
AUM over time
$2.8B
$9.5B
Oct 2013
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Investments (13F portfolio — 113 positions, $5,272,494,246)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | MSCI USA QLT FCT | $736,892,077 | 3,358,210 | 14.0% | 7.72% |
| 2 | Vanguard Malvern Fds | SHOR DURA BD ETF | $625,941,662 | 8,199,393 | 11.9% | 6.56% |
| 3 | Ishares Tr | CORE S&P500 ETF | $484,184,409 | 646,536 | 9.18% | 5.07% |
| 4 | Spdr Series Trust | ST STR P500GRW | $404,376,663 | 3,398,409 | 7.67% | 4.23% |
| 5 | Vanguard Whitehall Fds | INTL HIGH ETF | $302,943,423 | 3,084,964 | 5.75% | 3.17% |
| 6 | Ishares Tr | NATIONAL MUN ETF | $291,472,089 | 2,708,345 | 5.53% | 3.05% |
| 7 | Schwab Strategic Tr | INTL EQTY ETF | $268,481,948 | 9,692,489 | 5.09% | 2.81% |
| 8 | Pimco Etf Tr | MTG BKD SECS ACT | $240,490,353 | 4,870,198 | 4.56% | 2.52% |
| 9 | Ishares Tr | MSCI USA MMENTM | $230,630,047 | 672,724 | 4.37% | 2.42% |
| 10 | Vanguard Index Fds | MCAP VL IDXVIP | $190,072,693 | 961,906 | 3.61% | 1.99% |
| 11 | Blackrock Etf Trust Ii | SHOR DURA HI ETF | $182,886,909 | 8,146,410 | 3.47% | 1.92% |
| 12 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $180,618,690 | 3,570,951 | 3.43% | 1.89% |
| 13 | Vanguard Admiral Fds Inc | SMLLCP 600 IDX | $153,483,700 | 1,115,920 | 2.91% | 1.61% |
| 14 | Schwab Strategic Tr | US LRG CAP ETF | $137,103,268 | 4,658,623 | 2.6% | 1.44% |
| 15 | Global X Fds | US PFD ETF | $127,581,528 | 6,826,192 | 2.42% | 1.34% |
| 16 | Ishares Tr | CORE S&P MCP ETF | $119,414,771 | 1,548,629 | 2.26% | 1.25% |
| 17 | Schwab Strategic Tr | EMRG MKTEQ ETF | $79,720,694 | 2,198,585 | 1.51% | 0.83% |
| 18 | Fidelity Covington Trust | QLTY FCTOR ETF | $72,056,949 | 885,647 | 1.37% | 0.75% |
| 19 | Ishares Tr | CORE MSCI EAFE | $68,270,664 | 706,882 | 1.29% | 0.71% |
| 20 | Vanguard Index Fds | MCAP GR IDXVIP | $66,258,223 | 216,318 | 1.26% | 0.69% |
| 21 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $35,651,579 | 395,689 | 0.68% | 0.37% |
| 22 | Ishares Tr | MRGSTR MD CP VAL | $31,243,339 | 341,915 | 0.59% | 0.33% |
| 23 | Ishares Tr | MRGSTR MD CP GRW | $27,933,322 | 284,164 | 0.53% | 0.29% |
| 24 | Ishares Inc | CORE MSCI EMKT | $25,678,329 | 309,975 | 0.49% | 0.27% |
| 25 | Vanguard World Fd | ESG US STK ETF | $18,935,314 | 143,189 | 0.36% | 0.2% |
Top 25 of 113 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,293 | $748M | 7.83% |
| High net worth individuals | 1,493 | $6.4B | 66.5% |
| Pension and profit sharing plans | 116 | $1.8B | 18.4% |
| Charitable organizations | 31 | $398M | 4.17% |
| Corporations and other businesses | 43 | $290M | 3.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin John Kanz | Member & Managing Director | CFA | May 2013 (13y) | 10% – 25% |
| Mark Alan Orgel | Member & Chairman | May 2013 (13y) | 10% – 25% | |
| Mark Anthony Boser | Member & Director Of Retirement Plans | May 2013 (13y) | 5% – 10% | |
| Samir A Murty | Member & Senior Relationship Manager | CFA | May 2013 (13y) | 10% – 25% |
| Evan Andrew Nelson | Member & Relationship Manager | CFA | Jan 2014 (13y) | 10% – 25% |
| Mertens, Troy, John | Member, Chief Operating Officer & Chief Compliance Officer | Mar 2014 (12y) | 5% – 10% | |
| Aaron Scott Reynolds | Member & Chief Investment Officer | CFP CFA | May 2015 (11y) | 5% – 10% |
| Geoffrey Adam Probst | Registered representative | CFP | Oct 2013 (13y) | |
| Kent Mathew Higley | Registered representative | Oct 2013 (13y) | ||
| Peter John Atkinson | Registered representative | Oct 2013 (13y) | ||
| Jonathan Paul Ippel | Registered representative | CFP | Jan 2014 (13y) | |
| Donna Jean Murr | Registered representative | CFP | Sep 2014 (12y) | |
| Robert Scott Spaeth | Registered representative | CFA | Feb 2016 (10y) | |
| Christopher Wayne Meeks | Registered representative | Feb 2017 (9y) | ||
| Mary Jean Hiss | Registered representative | CFP | Jun 2018 (8y) | |
| Daniel Michael Oliver | Registered representative | Dec 2018 (8y) | ||
| Adam Kern | Registered representative | CFP CFA | Feb 2019 (7y) | |
| Tanner Thompson | Registered representative | Oct 2020 (6y) | ||
| Ronald F. Ducharme | Registered representative | Jul 2021 (5y) | ||
| Matthew Steven Leach | Registered representative | Aug 2021 (5y) | ||
| Brian J Mansky | Registered representative | Feb 2022 (4y) | ||
| Tyler Jackson Meyer | Registered representative | CFP | Mar 2022 (4y) | |
| Michael Eskridge | Registered representative | CFA | May 2022 (4y) | |
| Dylan C Schulz | Registered representative | CFP | Apr 2023 (3y) | |
| Jon R Laher | Registered representative | Nov 2023 (3y) | ||
| Evan L. Thompson | Registered representative | Jan 2024 (3y) | ||
| Andrew M Steger | Registered representative | CFP | Apr 2024 (2y) | |
| Ryan L Smith | Registered representative | May 2024 (2y) | ||
| Michael Paul Fields | Registered representative | Apr 2025 (1y) | ||
| Hannah Marie King | Registered representative | Dec 2025 (1y) | ||
| Anna E. Geissler | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (28)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Huntsinger Farms, Inc. 401(k) & Profit Sharing Plan | Huntsinger Farms, Inc. | 240 | $27.2M | 10/01/2024 |
| Mississippi Welders Supply Co., Inc. 401(k) Profit Sharing Plan | Mississippi Welders Supply Co., Inc. | 196 | $18.3M | 10/01/2024 |
| Eau Claire Co Op Oil Company 401(k) Plan | Eau Claire Cooperative Oil Company | 148 | $46.2M | 07/01/2024 |
| Bank Of Sun Prairie Profit Sharing Plan | Bank Of Sun Prairie | 99 | — | 01/01/2024 |
| Security Financial Bank 401(k) Savings Plan | Security Financial Bank | 130 | $13.5M | 01/01/2024 |
| Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan | Macdonald & Owen Veneer & Lumber Co., Inc. | 162 | $14.8M | 01/01/2024 |
| Mastercraft Industries, Inc. 401(k) Plan | Mastercraft Industries, Inc. | 151 | $10.8M | 01/01/2024 |
| Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan | Orthopaedic Associates Of Wisconsin, S.C. | 220 | $53.2M | 01/01/2024 |
| Crush City Construction 401(k) Plan | Crush City Construction, Dba Lindus Construction | 0 | $0 | 01/01/2024 |
| Ardisam, Inc. 401(k) Profit Sharing Plan | Ardisam, Inc. | 0 | $0 | 01/01/2024 |
| Eye Clinic Of Wisconsin, S. C. Profit Sharing Plan | Eye Clinic Of Wisconsin, S.C. | 222 | $27.9M | 01/01/2024 |
| Simko Support Center Llc 401(k) Profit Sharing Plan | Simko Support Center Llc | 408 | $20.3M | 01/01/2024 |
| Rice Lake Weighing Systems Employees Profit Sharing Plus Plan | Rice Lake Weighing Systems, Inc. | 659 | $91.7M | 01/01/2024 |
| Markquart, Inc. 401(k) Profit Sharing Plan | Markquart, Inc. | 434 | $32.2M | 01/01/2024 |
| Magnolia Capital Management Company, Inc. 401(k) Plan | Magnolia Capital Management Company, Inc. | 188 | $391K | 01/01/2024 |
| Bone & Joint Clinic, S.C. 401(k) Plan | Bone & Joint Clinic, S.C. | 287 | $44.7M | 01/01/2024 |
| Summit Dental Consulting 401(k) Profit Sharing Plan | Summit Dental Management, S.C. | 543 | $63.0M | 01/01/2024 |
| Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan | Orthopaedic Associates Of Wisconsin, S.C. | 164 | $28.4M | 01/01/2024 |
| Vail Summit Orthopaedics, Pc 401 K Profit Sharing Plan | Vail Summit Orthopaedics, P.C. | 0 | $0 | 01/01/2024 |
| Metastar, Inc. Profit Sharing Plan And Trust | Metastar, Inc. | 76 | $27.2M | 01/01/2024 |
| Oakleaf Surgical Hospital Llc Profit Sharing Plan | Oakleaf Surgical Hospital Llc | 399 | $24.6M | 01/01/2024 |
| Bauer Built Employee 401(k) Benefit Plan | Bauer Built, Inc. | 508 | $83.1M | 01/01/2024 |
| Mathews Archery, Inc. 401(k) Plan | Mathews Archery, Inc. | 326 | $36.6M | 01/01/2024 |
| Spectrum Insurance Group, Llc 401(k) Profit Sharing Plan | Spectrum Insurance Group, Llc | 169 | $15.2M | 01/01/2024 |
| Marathon Cheese Employee's 401(k) Retirement Plan | Marathon Cheese Corporation | 2,109 | $205M | 01/01/2024 |
Top 25 of 28 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Pershing $7.8B (82% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗