Orgel Wealth Management, LLC

Business address
2420 Rivers Edge Drive, Altoona, WI, 54720
Top securities (13F)
QUAL, VGSH, SPYG, IVV, MUB, PMBS, VYMI, SCHF, MTUM, VTEB, MMIT, VOE, PFFD, SCHX, VIOO, BND, FLQM, FQAL, SCHE, and VOT
State of incorporation
DE
Fiscal year end
31 December
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Orgel Wealth Management, LLC has filed 47 SEC EDGAR filings since 30 Mar 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Oct 2025 30 Sep 2025 028-17407
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-17407
13F-HR Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-17407
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-17407
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-17407
13F-HR Open Document Open Filing 17 Oct 2024 30 Sep 2024 028-17407
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-17407
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-17407
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-17407
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-17407
13F-HR Open Document Open Filing 26 Oct 2023 30 Sep 2023 028-17407
13F-HR Open Document Open Filing 10 Jul 2023 30 Jun 2023 028-17407
13F-HR Open Document Open Filing 06 Apr 2023 31 Mar 2023 028-17407
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-17407
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-17407
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-17407
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-17407
13F-HR Open Document Open Filing 24 Jan 2022 31 Dec 2021 028-17407
13F-HR Open Document Open Filing 26 Oct 2021 30 Sep 2021 028-17407
13F-HR Open Document Open Filing 23 Jul 2021 30 Jun 2021 028-17407
13F-HR Open Document Open Filing 28 Apr 2021 31 Mar 2021 028-17407
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-17407
13F-HR Open Document Open Filing 03 Nov 2020 30 Sep 2020 028-17407
13F-HR Open Document Open Filing 31 Jul 2020 30 Jun 2020 028-17407
13F-HR Open Document Open Filing 28 Apr 2020 31 Mar 2020 028-17407
13F-HR/A Open Document Open Filing 28 Jan 2020 31 Mar 2019 028-17407
13F-HR/A Open Document Open Filing 28 Jan 2020 30 Jun 2019 028-17407
13F-HR/A Open Document Open Filing 28 Jan 2020 31 Mar 2019 028-17407
13F-HR Open Document Open Filing 27 Jan 2020 31 Dec 2019 028-17407
13F-HR/A Open Document Open Filing 06 Dec 2019 30 Sep 2019 028-17407
13F-HR Open Document Open Filing 15 Oct 2019 30 Sep 2019 028-17407
13F-HR Open Document Open Filing 12 Jul 2019 30 Jun 2019 028-17407
13F-HR/A Open Document Open Filing 29 Apr 2019 31 Mar 2019 028-17407
13F-HR Open Document Open Filing 29 Apr 2019 31 Mar 2019 028-17407
13F-HR Open Document Open Filing 14 Jan 2019 31 Dec 2018 028-17407
13F-HR Open Document Open Filing 11 Oct 2018 30 Sep 2018 028-17407
13F-HR Open Document Open Filing 16 Jul 2018 30 Jun 2018 028-17407
13F-HR Open Document Open Filing 25 Apr 2018 31 Mar 2018 028-17407
13F-HR Open Document Open Filing 09 Feb 2018 31 Dec 2017 028-17407
13F-HR Open Document Open Filing 13 Nov 2017 30 Sep 2017 028-17407
13F-HR Open Document Open Filing 10 Aug 2017 30 Jun 2017 028-17407
13F-HR Open Document Open Filing 24 Apr 2017 31 Mar 2017 028-17407
13F-HR Open Document Open Filing 03 Feb 2017 31 Dec 2016 028-17407
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-17407
13F-HR Open Document Open Filing 15 Aug 2016 30 Jun 2016 028-17407
13F-HR Open Document Open Filing 06 May 2016 31 Mar 2016 028-17407
13F-HR Open Document Open Filing 30 Mar 2016 31 Dec 2015 028-17407