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- Custodian
- Broadridge ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-09-2013
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 25, 2026, reported AUM increased 18.5%, from $8.1B to $9.5B.
Across 5 reported observations, AUM increased 44.5% between November 3, 2022 and March 25, 2026, from $6.6B to $9.5B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 31 advisory representatives and 3,976 clients, or 128.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 3 reported office locations and 13 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Orgel Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMIN JOHN KANZ
Managing Director, Principal
- CRD
- #4119942
- Ownership
- 10% but less than 25%
SAMIR A MURTY
Principal, SENIOR RELATIONSHIP MANAGER
- CRD
- #4813635
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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PETER JOHN ATKINSON
Retirement Plan Advisor
- CRD
- #4268761
RONALD F. DUCHARME
Relationship Manager
- CRD
- #4304518
Showing 2 of 32 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Orgel Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Orgel Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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