ORGEL WEALTH MANAGEMENT Revenue and Competitors
Estimated Revenue & Valuation
- ORGEL WEALTH MANAGEMENT's estimated annual revenue is currently $10.2M per year.
- ORGEL WEALTH MANAGEMENT's estimated revenue per employee is $189,000
Employee Data
- ORGEL WEALTH MANAGEMENT has 54 Employees.
- ORGEL WEALTH MANAGEMENT grew their employee count by 4% last year.
ORGEL WEALTH MANAGEMENT's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Technology Officer | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | Market Director | Reveal Email/Phone |
4 | Managing Director, Principal | Reveal Email/Phone |
5 | Director Retirement Plan Services, Principal | Reveal Email/Phone |
6 | Senior Relationship Manager, Principal | Reveal Email/Phone |
7 | Compliance Manager | Reveal Email/Phone |
8 | Senior Relationship Manager | Reveal Email/Phone |
9 | Database Manager | Reveal Email/Phone |
10 | Client Service Manager | Reveal Email/Phone |
ORGEL WEALTH MANAGEMENT Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $2.9M | 20 | 25% | N/A | N/A |
#2 | $3.7M | 25 | 4% | N/A | N/A |
#3 | $3.8M | 26 | -19% | N/A | N/A |
#4 | $6.9M | 41 | -5% | N/A | N/A |
#5 | $6.2M | 37 | 6% | N/A | N/A |
#6 | $94M | 358 | 6% | N/A | N/A |
#7 | $21.6M | 103 | N/A | N/A | N/A |
#8 | $5.9M | 35 | -5% | N/A | N/A |
#9 | $354.6M | 1206 | 12% | N/A | N/A |
#10 | $0.5M | 5 | 25% | N/A | N/A |
What Is ORGEL WEALTH MANAGEMENT?
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 firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our 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.
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Total Funding
54
Number of Employees
$10.2M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in ALTOONA
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.6M | 59 | 4% | N/A |
#2 | N/A | 60 | 5% | N/A |
#3 | $13.2M | 60 | 5% | N/A |
#4 | $5.5M | 61 | 9% | N/A |
#5 | $9.2M | 64 | 5% | N/A |