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Orgel Wealth Management
Mark Orgel established Orgel Wealth Management to deliver investment advisory and fiduciary services to multiple families. The firm operates from its...
Orgel Wealth Management
Mark Orgel established Orgel Wealth Management to deliver investment advisory and fiduciary services to multiple families. The firm operates from its headquarters in Altoona with additional offices in Onalaska, Wisconsin and Minnetonka, Minnesota. Allocations span private equity, private credit, hedge funds and real estate. Confirmed holdings include positions in private equity funds and private debt funds as a limited partner. Public equity exposure features large stakes in QUAL, VGSH, SPYG and IVV. Geographic focus remains North America. The firm also maintains a philanthropic vehicle through the BA Mason Trust, which supports education and community projects in Wisconsin. The firm employs a direct LP approach to alternatives alongside public market positions. It reported new equity positions in Caterpillar and United Rentals during Q3 2025. Mark Orgel has served on the UW-Madison College of Letters & Science Board of Visitors. In April 2024 the firm participated as a speaker at the UW-Stout Tax Planning Workshop. Orgel Wealth Management functions as trustee for the BA Mason Trust established in 1953. This structure separates investment management from the trust's grant-making activities focused on Wisconsin communities.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Altoona
Corporate office
2420 Rivers Edge Drive, Altoona, WI 54720, United States
Additional offices
Onalaska, WI, United States · Minnetonka, MN, United States
Principals
Mark Orgel
Chairman and Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Orgel Wealth Management?
Mark Orgel serves as Chairman and Founder. The firm provides fiduciary oversight for client portfolios with allocations to alternatives and public markets.
Does Orgel Wealth Management participate in fund commitments or only direct deals?
The firm acts as a limited partner in private equity funds and private debt funds. It also holds public equity and fixed income ETFs.
What investment stages does Orgel Wealth Management typically target?
Confirmed activity includes buyout exposure through private equity fund commitments.
Where does the underlying wealth come from?
The firm serves high-net-worth families and institutions. No single wealth creator is publicly disclosed.
Does Orgel Wealth Management maintain philanthropic structures?
The firm serves as trustee for the BA Mason Trust, which was established in 1953 and supports education and community projects in Wisconsin.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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