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ORGEL WEALTH MANAGEMENT, LLC logo — company profile

ORGEL WEALTH MANAGEMENT, LLC

Founded 2013 United States Altoona, United States 48 employees Finance, Financial Services +1

General Information

Company Name ORGEL WEALTH MANAGEMENT, LLC
Founded Year 2013
Location United States Altoona, United States +3
Employees 48
Industries Finance, Financial Services, Wealth Management
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About ORGEL WEALTH MANAGEMENT, LLC

Orgel Wealth Management, LLC is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Founded in 2013, 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. Their mission is simple: By developing genuine relationships, they serve their 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. The company operates within the Finance, Financial Services, and Wealth Management industries, striving to provide a wide range of services to its clients. As of now, there is no available information about the last investment or investors involved in the company.

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ORGEL WEALTH MANAGEMENT, LLC Alternatives & Competitors

ORGEL WEALTH MANAGEMENT, LLC vs
1650 Wealth Management
1650 Wealth Management United States

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ORGEL WEALTH MANAGEMENT, LLC vs
Clearwater Capital Partners
Clearwater Capital Partners United States

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ORGEL WEALTH MANAGEMENT, LLC vs
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Helping our clients live their best possible life.

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FAQ About ORGEL WEALTH MANAGEMENT, LLC

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...
ORGEL WEALTH MANAGEMENT, LLC was founded in 2013.
ORGEL WEALTH MANAGEMENT, LLC is headquartered in Altoona, United States.
ORGEL WEALTH MANAGEMENT, LLC operates in the following industries: Finance, Financial Services, Wealth Management.
ORGEL WEALTH MANAGEMENT, LLC has approximately 48 employees.
Top alternatives and competitors to ORGEL WEALTH MANAGEMENT, LLC include 1650 Wealth Management, Clearwater Capital Partners, Affinity Wealth Management LLC, Moody, Lynn, Lieberson & Walker, LLC, Private Office Asset Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ORGEL WEALTH MANAGEMENT, LLC and 1650 Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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