Orgel Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Wisconsin, United States · 51-200 Employees
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Overview
Headquarters
2420 Rivers Edge Dr, Altoona, Wisconsin,...Phone Number
(715) 835-6525Website
www.orgelwealth.comRevenue
$6.6 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
2
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1
About Orgel Wealth Management
Orgel Wealth Management is an independent, employee-owned strategic advisory firm that provides experienced investment advisory services. The firm is dedicated to building long-term relationships with its clients, which include individuals, business leaders, retirement plan sponsors, and non-profit organizations. Orgel Wealth Management emphasizes excellence, care, honesty, and gratitude in its client interactions. Their multi-generational team aims to offer clients a trusted and personalized experience.Explore more
Orgel Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Orgel Wealth Management
$6.6M
51-200
Private
-
2013
AR
Aaron ReynoldsChief Investment Officer & Principal
$6.3M
11-50
Private
-
1987
GP
Gary PinkertonSenior Vice President, Wealth Advisor, Director of Professional Alliance and Institutional Services
Company Profile Activity
Activity Insights
Orgel Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Orgel Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Orgel Wealth Management.
Orgel Wealth Management Tech Stack
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Orgel Wealth Management is an independent, employee-owned strategic advisory firm that provides experienced investment advisory services. The firm is dedicated to building long-term relationships with its clients, which include individuals, business leaders, retirement plan sponsors, and non-profit organizations. Orgel Wealth Management emphasizes... Read More
