# EDGAR Filing Document

**Accession Number:** 0001658535
**File Stem:** 0001658535-23-000001
**Filing Date:** 2023-1
**Character Count:** 11946
**Document Hash:** 1c1159779920d06478754df564f53e9d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001658535-23-000001.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001658535-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Orgel Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001658535
- **IRS NUMBER:** 462793932
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17407
- **FILM NUMBER:** 23531047

**BUSINESS ADDRESS:**
- **STREET 1:** 2420 RIVERS EDGE DRIVE
- **CITY:** ALTOONA
- **STATE:** WI
- **ZIP:** 54720
- **BUSINESS PHONE:** 715-835-6525

**MAIL ADDRESS:**
- **STREET 1:** 2420 RIVERS EDGE DRIVE
- **CITY:** ALTOONA
- **STATE:** WI
- **ZIP:** 54720

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Orgel Wealth Management LLC<br>**Address:** 2420 RIVERS EDGE DRIVE<br>ALTOONA, WI 54720

**Form 13F File Number:** 028-17407

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Troy J. Mertens<br>**Title:** Chief Compliance Officer<br>**Phone:** 715-858-7717

**Signature, Place, and Date of Signing:**

Troy J. Mertens  Altoona, WI  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $2600388291

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 318898070 | 6443687 | SH |  | SOLE | OrgelWM | 6326701 | 0 | 116986 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 297734345 | 5149331 | SH |  | SOLE | OrgelWM | 5017075 | 0 | 132256 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 266326045 | 3525629 | SH |  | SOLE | OrgelWM | 3436533 | 0 | 89096 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 260425366 | 3625075 | SH |  | SOLE | OrgelWM | 3532001 | 0 | 93074 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 232161113 | 1339571 | SH |  | SOLE | OrgelWM | 1300567 | 0 | 39004 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 130948895 | 6760397 | SH |  | SOLE | OrgelWM | 6590539 | 0 | 169858 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 127083402 | 1310273 | SH |  | SOLE | OrgelWM | 1277121 | 0 | 33152 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 121993606 | 1169978 | SH |  | SOLE | OrgelWM | 1144712 | 0 | 25266 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 99604547 | 1965750 | SH |  | SOLE | OrgelWM | 1914191 | 0 | 51559 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 45409F843 |  | 81246280 | 3420896 | SH |  | SOLE | OrgelWM | 3337728 | 0 | 83168 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 79112236 | 1752209 | SH |  | SOLE | OrgelWM | 1704207 | 0 | 48002 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 66663544 | 2069654 | SH |  | SOLE | OrgelWM | 1997516 | 0 | 72138 |
| ISHARES TR | CORE S ETF | 464287200 |  | 65928948 | 171596 | SH |  | SOLE | OrgelWM | 159376 | 0 | 12220 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 49667741 | 276300 | SH |  | SOLE | OrgelWM | 265446 | 0 | 10854 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 44555421 | 329454 | SH |  | SOLE | OrgelWM | 316035 | 0 | 13419 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 44490581 | 721781 | SH |  | SOLE | OrgelWM | 697098 | 0 | 24683 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 38701191 | 339603 | SH |  | SOLE | OrgelWM | 325927 | 0 | 13676 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 38436717 | 1562417 | SH |  | SOLE | OrgelWM | 1507079 | 0 | 55338 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 34659416 | 328463 | SH |  | SOLE | OrgelWM | 306972 | 0 | 21491 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 30604425 | 655341 | SH |  | SOLE | OrgelWM | 636938 | 0 | 18403 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 24738185 | 1045128 | SH |  | SOLE | OrgelWM | 1008226 | 0 | 36902 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 20071647 | 372525 | SH |  | SOLE | OrgelWM | 364758 | 0 | 7767 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 17362540 | 263628 | SH |  | SOLE | OrgelWM | 262443 | 0 | 1185 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 16161992 | 367318 | SH |  | SOLE | OrgelWM | 358219 | 0 | 9099 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 |  | 15549314 | 242579 | SH |  | SOLE | OrgelWM | 236611 | 0 | 5968 |
| ISHARES TR | MRGSTR MD CP VAL | 464288406 |  | 10899145 | 175651 | SH |  | SOLE | OrgelWM | 171143 | 0 | 4508 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 9148184 | 49843 | SH |  | SOLE | OrgelWM | 49843 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 8983295 | 221755 | SH |  | SOLE | OrgelWM | 221755 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 7464646 | 113548 | SH |  | SOLE | OrgelWM | 113327 | 0 | 221 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 6540352 | 132961 | SH |  | SOLE | OrgelWM | 132225 | 0 | 736 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 5354533 | 119175 | SH |  | SOLE | OrgelWM | 119175 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2109987 | 54130 | SH |  | SOLE | OrgelWM | 54130 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 1993882 | 66308 | SH |  | SOLE | OrgelWM | 65846 | 0 | 462 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 |  | 1729844 | 67997 | SH |  | SOLE | OrgelWM | 67997 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1311216 | 23600 | SH |  | SOLE | OrgelWM | 23501 | 0 | 99 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 |  | 1304895 | 44711 | SH |  | SOLE | OrgelWM | 44711 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1287833 | 5370 | SH |  | SOLE | OrgelWM | 5305 | 0 | 65 |
| APPLE INC | COM | 037833100 |  | 1270196 | 9776 | SH |  | SOLE | OrgelWM | 9776 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 1151488 | 19330 | SH |  | SOLE | OrgelWM | 19330 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1115104 | 10305 | SH |  | SOLE | OrgelWM | 10124 | 0 | 181 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1018029 | 2662 | SH |  | SOLE | OrgelWM | 2662 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 933056 | 9859 | SH |  | SOLE | OrgelWM | 9859 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 892068 | 13453 | SH |  | SOLE | OrgelWM | 13453 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 806702 | 9513 | SH |  | SOLE | OrgelWM | 9513 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 794799 | 9489 | SH |  | SOLE | OrgelWM | 9168 | 0 | 321 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 790866 | 2251 | SH |  | SOLE | OrgelWM | 2144 | 0 | 107 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 756347 | 16182 | SH |  | SOLE | OrgelWM | 12713 | 0 | 3469 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 657543 | 1485 | SH |  | SOLE | OrgelWM | 1485 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 617593 | 2898 | SH |  | SOLE | OrgelWM | 2743 | 0 | 155 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 572758 | 7687 | SH |  | SOLE | OrgelWM | 7687 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 553684 | 3264 | SH |  | SOLE | OrgelWM | 3264 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 497037 | 2320 | SH |  | SOLE | OrgelWM | 2320 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 430092 | 2043 | SH |  | SOLE | OrgelWM | 2043 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 422912 | 2212 | SH |  | SOLE | OrgelWM | 2212 | 0 | 0 |
| FIRSTSERVICE CORP NEW | COM | 33767E202 |  | 403190 | 3290 | SH |  | SOLE | OrgelWM | 3290 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 360624 | 2378 | SH |  | SOLE | OrgelWM | 2378 | 0 | 0 |
| AVIENT CORPORATION | COM | 05368V106 |  | 356404 | 10557 | SH |  | SOLE | OrgelWM | 10557 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 343026 | 647 | SH |  | SOLE | OrgelWM | 647 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 340363 | 1884 | SH |  | SOLE | OrgelWM | 1884 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 321609 | 3847 | SH |  | SOLE | OrgelWM | 3847 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 318438 | 2455 | SH |  | SOLE | OrgelWM | 2455 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 294178 | 6565 | SH |  | SOLE | OrgelWM | 6565 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 278532 | 801 | SH |  | SOLE | OrgelWM | 801 | 0 | 0 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 272785 | 11476 | SH |  | SOLE | OrgelWM | 9324 | 0 | 2152 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 261199 | 7944 | SH |  | SOLE | OrgelWM | 6985 | 0 | 959 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 253316 | 1434 | SH |  | SOLE | OrgelWM | 1434 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 248790 | 485 | SH |  | SOLE | OrgelWM | 485 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 245280 | 2920 | SH |  | SOLE | OrgelWM | 2920 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 236568 | 978 | SH |  | SOLE | OrgelWM | 978 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 231854 | 3307 | SH |  | SOLE | OrgelWM | 3307 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 227714 | 1306 | SH |  | SOLE | OrgelWM | 1306 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 225810 | 500 | SH |  | SOLE | OrgelWM | 500 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 220300 | 1000 | SH |  | SOLE | OrgelWM | 1000 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 210355 | 6283 | SH |  | SOLE | OrgelWM | 6283 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 204303 | 1348 | SH |  | SOLE | OrgelWM | 1348 | 0 | 0 |

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