# Orgel Wealth Management

Orgel Wealth Management is a Multi Family Office based in Altoona, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Altoona, United States
- **Region:** North America
- **Address:** 2420 Rivers Edge Drive, Altoona, WI 54720, United States
- **Founded:** 2013
- **Assets under management:** 8.06B (Altss estimate)
- **Website:** orgelwealth.com
- **LinkedIn:** https://www.linkedin.com/company/orgel-wealth-management-llc

## Regulatory record

- **CRD number:** 168219
- **SEC file number:** 801-78284
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168219

## About

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.

## Sectors

- Private Equity
- Private Credit
- Hedge Funds
- Real Estate
- Healthcare Services

## Offices

- Onalaska, WI, United States
- Minnetonka, MN, United States

## People

- Mark Orgel — Chairman and Founder

## 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.

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Last updated: 2026-07-06T01:24:22.651Z

Canonical page: https://altss.com/profile/orgel-wealth-management

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