About this location
ORGEL WEALTH MANAGEMENT, LLC offers portfolio management for individuals and/or small businesses, financial planning services, portfolio management for businesses, pension consulting services and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$6,606,699,000
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
A percentage of assets under management
Advisors at This Location
Mark Orgel
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Donna Murr
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Mark Boser
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Benjamin Kanz
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Peter Atkinson
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Ronald Ducharme
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Aaron Reynolds
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Kent Higley
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Hilary Sweeney
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Samir Murty
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Michael Eskridge
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Evan Nelson
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Geoffrey Probst
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Jonathan Ippel
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Robert Spaeth
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Mary Hiss
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Jon Gadberry
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Daniel Oliver
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Christopher Meeks
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Aaron Schueller
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Adam Kern
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Mason Kucera
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Tanner Thompson
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Tyler Meyer
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Matthew Leach
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Brian Mansky
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