Orgel Wealth Management

Financial Services • Altoona, Wisconsin, United States • 51-100 Employees

Company overview

Headquarters	2420 RIVERS EDGE DRIVE, ALTOONA, Wisconsin 54720, US
Phone number	+17158356525
Website	orgelwealth.com
NAICS	52
SIC	874
Founded	2013
Employees	51-100
Socials

Key Contacts at Orgel Wealth Management

Dale A. Walter

Market Director

Mike Wolf

Chief Technology Officer

Mark Boser

Director Of Retirement Plan Services, Principal

Orgel Wealth Management Email Formats

Orgel Wealth Management uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@orgelwealth.com), used 65.2% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@orgelwealth.com	65.2%
{first name}.{last name}	john.doe@orgelwealth.com	23.9%
{first initial}	j@orgelwealth.com	8.7%
{last name}	doe@orgelwealth.com	2.2%

About Orgel Wealth Management

Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind.

Orgel Wealth Management revenue & valuation

Annual revenue	$15,000,000
Revenue per employee	$284,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$48,000,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Orgel Wealth Management has 26 employees across 9 departments.

Departments

Number of employees

Funding Data

Orgel Wealth Management has never raised funding before.

Orgel Wealth Management Tech Stack

Discover the technologies and tools that power Orgel Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Apache HTTP Server

Web servers

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Java

Programming languages

Open Graph

Miscellaneous

PWA

Miscellaneous

Google Analytics

Analytics

AWS Certificate Manager

SSL/TLS certificate authorities

Frequently asked questions

Orgel Wealth Management is located in Altoona, Wisconsin, US.

You can reach Orgel Wealth Management at +17158356525.

Orgel Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Orgel Wealth Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.