Matthew
Leach
Orgel Wealth Management, LLC
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About this Advisor
Matthew Leach is a financial advisor working out of Altoona, Wisconsin with 2 years of relevant experience. Leach works at Orgel Wealth Management, LLC. The advisor has gained experience at U.S. Navy, D.W. Elite Decks, University Of Missouri - Kansas City and Orgel Wealth Management, LLC. Leach maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Texas and Wisconsin. Orgel Wealth Management, LLC is a firm that has its headquarters in Altoona, WI. The company has offices in three locations and a total of 75 employees. It controls $6 billion in total assets among its 9,697 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 40 charities and foundations. Of its 9,697 client accounts, 29% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees usually vary depending on which services the firm provides the client. Fees charged by Orgel Wealth Management, LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orgel Wealth Management, LLC Brokerage Details
$6,255,250,814
75
9,697
$645,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Leach Work History
Matthew has been registered as a financial advisor for 2 years.*
Orgel Wealth Management, LLC
D.W. Elite Decks
University Of Missouri - Kansas City
U.S. Navy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Leach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Orgel Wealth Management, LLC
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
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