Matthew
Leach

Orgel Wealth Management, LLC

CRD#7424553
Investment Advisor
in Altoona, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2420 Rivers Edge Drive
Altoona, WI 54720

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Orgel Wealth Management, LLC Brokerage Details

Total Assets Under Management

$6,255,250,814

WI Average: $2,826,565,184
Total Number of Employees

75

WI Average: 43
Total Number of Accounts

9,697

WI Average: 1,898
Average Account Size

$645,071

WI Average: $1,489,234

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.*

2021 - Present (3 years)

Orgel Wealth Management, LLC

2018 - 2018 (< 1 year)

D.W. Elite Decks

2018 - 2020 (2 years)

University Of Missouri - Kansas City

2013 - 2018 (5 years)

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

Evan Nelson
Altoona, WI
Matthew Leach
Altoona, WI
Mary Hiss
Altoona, WI
Peter Atkinson
Altoona, WI
Adam Kern
Altoona, WI
Mark Boser
Altoona, WI
Robert Spaeth
Altoona, WI
Jon Gadberry
Altoona, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started