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ORGEL WEALTH MANAGEMENT, LLC

EIN 46-2793932-financial services-Latest filing 2025
Plans
1
Retirement
1
$23.7M assets
Welfare
0
Participants
118
2420 RIVERS EDGE DRIVE - ALTOONA, WI 54720715-835-6525orgelwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$23.7M - 118 part

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Retirement#001

ORGEL WEALTH MANGEMENT EMPLOYEE RETIREMENT PLAN

401k

Assets$23.7M
Participants118
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORGEL WEALTH MANGEMENT EMPLOYEE RETIREMENT PLAN401k$23.7M1182025
Retirement plans
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