Orgel Wealth Management L L C

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

133

Total plan assets

$4.9M

Filings (rows)

Direct comp

$51K

Indirect comp

$22

Showing only "ORGEL WEALTH MANAGEMENT L L C"

View all 2 variants aggregated →

ORGEL WEALTH MANAGEMENT101 ORGEL WEALTH MANAGEMENT L L C2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ardisam, Inc. Ardisam, Inc. 401(k) Profit Sharing Plan · all filings	CUMBERLAND, WI	Advisor / Consultant	133	$4.9M	$24K	$14
Ardisam, Inc. Ardisam, Inc. 401(k) Profit Sharing Plan · all filings	CUMBERLAND, WI	Advisor / Consultant	0	$0	$27K	$8