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Orgel Wealth Management Overview

Type

Multi Family Office

General Information

Orgel Wealth Management is a multi-family office headquartered in Altoona. The firm provides comprehensive wealth management services to high-net-worth families, focusing on investment advisory, financial planning, and fiduciary oversight. With a disciplined approach to asset allocation and risk management, Orgel Wealth Management aims to preserve and grow client capital across generations—serves as a trusted partner for families seeking tailored financial solutions and long-term stewardship.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Altoona, United States

Portfolio & Notable Allocations


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Orgel Wealth Management | Altoona Multi Family Office | Altss