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  1. Companies/
  2. Orgel Wealth Management, LLC

Filings through Oct 24, 2026.

Orgel Wealth Management, LLC

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

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ORGEL WEALTH MANGEMENT EMPLOYEE RETIREMENT PLAN

401(k)

Assets$23.7M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ORGEL WEALTH MANGEMENT EMPLOYEE RETIREMENT PLAN401(k)$23.7M1182025
  • ORGEL WEALTH MANGEMENT EMPLOYEE RETIREMENT PLAN$23.7M
    #001 · 401(k) · 2025118
Retirement plans
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