ORGEL WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	78
Investment Advisory/Research	31
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	31
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	10,029	$7.1B
Non-Discretionary	2	$2.3M
Total	10,031	$7.1B

Clients

Type	Number	RAUM
Individuals	2,428	$726.4M
HNW Individuals	1,200	$4.6B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	112	$1.3B
Charitable organizations	33	$259.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	40	$212.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	5.9B

Portfolio Manager to Program	Sponsor
ORGEL WEALTH MANAGEMENT, LLC WRAP FEE PROGRAM	ORGEL WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number	801-78284
SEC ERA File Number	801-78284
SEC CIK Numbers	1658535
SEC CRD Numbers	168219
Legal Entity Identifier	None

Principal Office

2420 RIVERS EDGE DRIVE
ALTOONA
WI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic