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Orgel Wealth Management

EST. AUM
$9,548,675,912

CONTACTS
7

CLIENT ACCOUNTS
10,680

Firm Details

Metro area Minneapolis
CRD Number 168219
Website orgelwealth.com
Client types

Overview

Orgel Wealth Management is an $8B RIA in Altoona Wisconsin, which is about an hour east of Minneapolis. Mark Orgel, the founder, was one of the lead producers at RBC before spinning out and launching his own RIA back in 2012. Aaron Reynolds is the CIO and is supported by a handful of members on the research team. They do have exposure to alternatives, very little to liquid alternatives, but they have been exploring it. Active managers in both fixed income and long only equity, including international and emerging markets.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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