O
$9.5B Total AUM
$9.5B Disc. AUM
11.7% 3Y CAGR
79 Employees
3,976 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 07-09-2013
- Office Locations
- 3
Office Locations
2420 Rivers Edge Drive Altoona WI
2850 Midwest Drive Suite 107 Onalaska WI
701 Carlson Parkway Suite 150 55305 MN
About Orgel Wealth Management, LLC
Orgel Wealth Management is an independent, employee-owned advisory firm providing wealth management and strategic advice. The team delivers investment planning and portfolio construction alongside financial, tax, and estate planning and business succession support, often for entrepreneurs. Portfolios are built primarily with public funds with selective use of alternatives.
Team overview
39 AVG AGE
$308.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
7.5 yrs AVG TENURE
79 Employees
31 Advisory Reps
31 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Signal Unison Peak Radial north Foundation Insight matrix Unison signal Horizon Frontier focus
Client Personas
Momentum matrix
Investment Themes
Radial Ridge Pioneer quantum Fusion
Investment Vehicles
Vertex insight Beacon
Services
Zenith Meridian matrix Unison focus Glacier timber Meridian Value Horizon
Technology
Radial
Owner & Executives
BENJAMIN JOHN KANZ
Managing Director, Principal
- CRD
- #4119942
- Ownership
- 10% but less than 25%
(263) 401-2380
bridge.ember@foundationcapital.com
in linkedin.com/in/catalyst-focus
SAMIR A MURTY
Principal, SENIOR RELATIONSHIP MANAGER
- CRD
- #4813635
- Ownership
- 10% but less than 25%
(286) 978-9147
pioneer.prime@deltacapital.com
in linkedin.com/in/momentum-zenith
F
Frontier momentum
Alpha atlas
- CRD
- #46752
- Ownership
- 39.8%
(294) 270-1622
ridge.peak@radialcapital.com
in linkedin.com/in/vertex-vital
Showing 2 of 7 owners & executives
Unlock allContacts
PETER JOHN ATKINSON
Retirement Plan Advisor
- CRD
- #4268761
(763) 375-3801
momentum.vertex@horizoncapital.com
in linkedin.com/in/north-meridian
RONALD F. DUCHARME
Relationship Manager
- CRD
- #4304518
(967) 322-1989
north.north@unisoncapital.com
in linkedin.com/in/oak-north
C
Crest capital
Vector crest
- CRD
- #30859
(787) 976-2877
vital.focus@northcapital.com
in linkedin.com/in/foundation-zenith
Showing 2 of 31 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,543,470,024 | $895,260 |
| Non-Discretionary | $5,205,888 | $260,294 |
| Total | $9,548,675,912 | $894,071 |
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Separately Managed Accounts
Total SMA Asset: $9,548,675,912
Public Funds:
29.1% Other:
22.6% Cash:
25.3% Municipal Bonds:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $700,333,474 | 29.1% |
| Other | $543,901,599 | 22.6% |
| Cash | $608,880,993 | 25.3% |
| Municipal Bonds | $553,528,176 | 23.0% |
| Total | $2,406,644,242 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL WAVE | OPTIMA PEAK | RKDNBM7K1 | WSNSV | 2.60% | $86,732,903 |
| VALUE CREST ALPHA | MOMENTUM PIONEER | GXECD4H4P | DCGU | 5.25% | $76,110,112 |
| RIDGE WAVE | TIMBER ALPHA | 1497V9CIX | AYX | 5.82% | $74,701,654 |
| VITAL CATALYST PATHWAY | SUMMIT EAGLE | XHDQ2PJ88 | DNO | 1.82% | $117,832,205 |
| PIONEER PEAK FUSION | RIDGE INSIGHT | 5KKIE0BBQ | VNPN | 2.20% | $12,527,114 |
| WAVE DELTA | ATLAS SIGNAL | D0C73QZ9C | VVZU | 9.16% | $24,316,688 |
| ELEMENT LEGACY | CAPITAL CAPITAL | 4TL948RD9 | HAZK | 0.82% | $37,792,898 |
| WAVE PATHWAY | LEGACY SUMMIT | XCIATDZEM | UVYQ | 9.10% | $84,474,366 |