DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O•••• W••••• M••••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Jun 26, 2013 · 30 filings
SEC status approved since Jul 9, 2013
RAUM
$9.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
74%
$7.1B individuals and HNW
Advisors
31
registered through the firm on IAPD
RAUM per advisor
$308M
derived; firm RAUM over IAPD count
Employees
79
31 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$9.5B as of Mar 25, 2026
Mar 13, 2014$3.6B then
HNW client RAUM$6.4B as of Mar 25, 2026
Mar 24, 2018$3.0B then
State-registered IARs (5.B.3)31 as of Mar 25, 2026
Mar 13, 201411 then
Employees (5.A)79 as of Mar 25, 2026
Mar 13, 201427 then
Private funds: no history
RAUM +18% over the last fiscal year+15% a year over threeIARs 31 to 31offices 3 to 2
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $308MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 122derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $894,071derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 10.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Wrap fee program
- $7.8BreportedItem 5.I
- Custody
- $3.1B, 2,200 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$6.4B67%
- Pension and profit-sharing plans$1.8B18%
- Individuals$748M7.8%
- Charitable organizations$398M4.2%
- Corporations and businesses$290M3.0%
- Individual clients
- 2,293reported
- HNW clients
- 1,493reported
- Pension plan clients
- 116reported
- Charitable clients
- 31reported
- Accounts
- 10,680reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $3.1B for 2,200 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.74 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
31 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B••••••• J••• K•••Chartered Financial Analyst | Altoona, Wi | Oct 11, 2013 | 25 y | 1 |
| M••• A•••••• B•••• | Altoona, Wi | Oct 11, 2013 | 28 y | 4 |
| P•••• J••• A••••••• | Altoona, Wi | Oct 11, 2013 | 25 y | 3 |
| K••• M••••• H••••• | Altoona, Wi | Oct 11, 2013 | 21 y | 1 |
| S•••• A• M••••Chartered Financial Analyst | Altoona, Wi | Oct 11, 2013 | 22 y | 1 |
| G••••••• A••• P•••••Certified Financial Planner | Altoona, Wi | Oct 11, 2013 | 15 y | 1 |
| M••• A••• O•••• | Altoona, Wi | Oct 11, 2013 | 41 y | 1 |
| J••••••• P••• I••••Certified Financial Planner | Minnetonka, Mn | Jan 21, 2014 | 14 y | 1 |
| E••• A••••• N•••••Chartered Financial Analyst | Altoona, Wi | Jan 22, 2014 | 15 y | 1 |
| D•••• J••• M•••Certified Financial Planner | Altoona, Wi | Sep 16, 2014 | 24 y | 1 |
| R••••• S•••• S•••••Chartered Financial Analyst | Altoona, Wi | Feb 19, 2016 | 13 y | 1 |
| A•••• S•••• R•••••••Certified Financial Planner, Chartered Financial Analyst | Altoona, Wi | Apr 8, 2016 | 23 y | 1 |
| C••••••••• W•••• M•••• | Altoona, Wi | Feb 8, 2017 | 10 y | 0 |
| M••• J••• H•••Certified Financial Planner | Altoona, Wi | Jun 4, 2018 | 12 y | 1 |
| D••••• M•••••• O••••• | Altoona, Wi | Dec 13, 2018 | 12 y | 0 |
| A••• K•••Certified Financial Planner, Chartered Financial Analyst | Altoona, Wi | Feb 8, 2019 | 12 y | 0 |
| T••••• T••••••• | Altoona, Wi | Oct 29, 2020 | 12 y | 0 |
| R••••• F• D••••••• | Altoona, Wi | Jul 27, 2021 | 25 y | 3 |
| M•••••• S••••• L•••• | Altoona, Wi | Aug 16, 2021 | 13 y | 0 |
| B•••• J• M••••• | Onalaska, Wi | Feb 18, 2022 | 22 y | 0 |
| T•••• J•••••• M••••Certified Financial Planner | Minnetonka, Mn | Mar 21, 2022 | 12 y | 1 |
| M•••••• E•••••••Chartered Financial Analyst | Altoona, Wi | May 4, 2022 | 20 y | 3 |
| D•••• C• S•••••Certified Financial Planner | Altoona, Wi | Apr 6, 2023 | 14 y | 0 |
| J•• R• L•••• | Altoona, Wi | Nov 13, 2023 | 13 y | 0 |
| E••• L• T••••••• | Altoona, Wi | Jan 22, 2024 | 14 y | 0 |
| A••••• M• S•••••Certified Financial Planner | Altoona, Wi | Apr 10, 2024 | 14 y | 0 |
| R••• L• S•••• | Minnetonka, Mn | May 29, 2024 | 13 y | 0 |
| M•••••• P••• F••••• | Altoona, Wi | Apr 7, 2025 | 11 y | 0 |
| H••••• M•••• K••• | Minnetonka, Mn | Dec 3, 2025 | 11 y | 0 |
| A••• E• G••••••• | Altoona, Wi | Apr 15, 2026 | 10 y | 0 |
| M•••• H• N•••• | Altoona, Wi | Aug 18, 2026 | 10 y | 0 |
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 6.5% of current headcount4 left over 36 months
Left, latest
- A•••• E••••• S•••••••• to K•••• F•••••••• A•••• A•••••••• L•••May 19, 2026 · RIA to RIA
- B•••••• A•••• D••••• to W•••• F•••• A•••••••Mar 6, 2026 · RIA to wirehouse
- J•• M•••••• G••••••• to A••••••••• F•••••••• S•••••••• L••May 29, 2025 · RIA to affiliated broker-dealer or bank
- J••••• J•• Z••• to R••••••• C•••••• A•••••••• L••Jul 15, 2024 · RIA to RIA
- H••••• J• S•••••• to M•••• • P••••Aug 22, 2023 · RIA to RIA
- R••• Z•••••• to C••••• W••••• S•••••••••Jun 10, 2022 · RIA to RIA
- C••••••••• B••••• P•••••• to T•• A•••••••• I•••Apr 20, 2021 · RIA to affiliated broker-dealer or bank
- L••• R• V•• D• L•• to S••••••• M•••••• I•••Jul 8, 2019 · RIA to a state-registered adviser
- C•••• R••••• F•••••• to A••••••• S••••••• N••••••Feb 24, 2015 · Other
Joined, latest
- M•••••• E••••••• from A•••••••• F•••• M••••••••• L••May 4, 2022 · Other
- T•••• J•••••• M•••• from P••••••••• E••• I••••••••• M••••••••• I•••Mar 21, 2022 · RIA to RIA
- A•••• E••••• S•••••••• from A•••• W••••• M•••••••••Nov 10, 2021 · RIA to RIA
- R••••• F• D••••••• from C••••••••• F•••••••• N••••••Jul 27, 2021 · Affiliated broker-dealer or bank to independent RIA
- J•• M•••••• G••••••• from A••••••••• F•••••••• S•••••••• L••Jun 30, 2021 · Affiliated broker-dealer or bank to independent RIA
- H••••• J• S•••••• from T••••••• I••••••••• M••••••••• I•••Oct 3, 2019 · Affiliated broker-dealer or bank to independent RIA
- C••••••••• B••••• P•••••• from C•• S••••••••• L••Sep 4, 2019 · Affiliated broker-dealer or bank to independent RIA
- M••• J••• H••• from S•••••• N••••••• • C••••••• I•••••••••Jun 4, 2018 · Affiliated broker-dealer or bank to independent RIA
- A•••• S•••• R••••••• from R••••• W• B•••• • C•• I•••••••••Apr 8, 2016 · Other
- R••••• S•••• S••••• from R•• C•••••• M••••••• L••Feb 19, 2016 · Other
- D•••• J••• M••• from C••••••••• W••••• A•••••••• L••Sep 16, 2014 · Other
- E••• A••••• N••••• from R•• C•••••• M••••••• L••Jan 22, 2014 · Other
- J••••••• P••• I•••• from F•••• C•••••• F•••••••• P•••••••• I•••Jan 21, 2014 · Other
- M••• A••• O•••• from R•• C•••••• M••••••• L••Oct 11, 2013 · Affiliated broker-dealer or bank to a newly registered adviser
- B••••••• J••• K••• from R•• C•••••• M••••••• L••Oct 11, 2013 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• M•••• A•••••• · Member & Director Of Retirement Planscontrolsince 05/2013 · owns 5% to 10%
- K•••• B•••••••• J••• · Member & Managing Directorcontrolsince 05/2013 · owns 10% to 25%
- M••••••• T•••• J••• · Member, Chief Operating Officer & Chief Compliance Officercontrolsince 03/2014 · owns 5% to 10%
- M••••• S••••• A• · Member & Senior Relationship Managercontrolsince 05/2013 · owns 10% to 25%
- N•••••• E•••• A••••• · Member & Relationship Managercontrolsince 12/2018 · owns 10% to 25%
- O••••• M•••• A••• · Member & Chairmancontrolsince 05/2013 · owns 10% to 25%
- R•••••••• A••••• S•••• · Member & Chief Investment Officercontrolsince 05/2015 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Altoona, Wi · principal | 31 | 3 | 1 | ||
| Minnetonka, Mn | 4 | 1 | 0 | ||
| Onalaska, Wi | 3 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Minnetonka, MN4 employees
- Onalaska, WI3 employees
- Altoona, WI1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 25, 2026K•••• B•••••••• J••• (MEMBER & MANAGING DIRECTOR) left Schedule A between the filings of 2017-09-08 and 2026-03-25peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 10,402 to 10,680Mar 28, 2025 to Mar 25, 2026
- Charity clients · 30 to 31Mar 28, 2025 to Mar 25, 2026
- Corporate clients · 41 to 43Mar 28, 2025 to Mar 25, 2026
- HNW clients · 1,338 to 1,493Mar 28, 2025 to Mar 25, 2026
- Individual clients · 2,391 to 2,293Mar 28, 2025 to Mar 25, 2026
- Pension plan clients · 111 to 116Mar 28, 2025 to Mar 25, 2026
- Assets in custody · $2.7B to $3.1BMar 28, 2025 to Mar 25, 2026
- Other offices · 3 to 2Mar 28, 2025 to Mar 25, 2026
- Discretionary RAUM · $8.0B to $9.5BMar 28, 2025 to Mar 25, 2026
- HNW RAUM · $5.4B to $6.4BMar 28, 2025 to Mar 25, 2026
- Individual RAUM · $738M to $748MMar 28, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $10.9M to $5.2MMar 28, 2025 to Mar 25, 2026
- Pension RAUM · $1.4B to $1.8BMar 28, 2025 to Mar 25, 2026
- RAUM · $8.1B to $9.5BMar 28, 2025 to Mar 25, 2026
- Accounts · 10,031 to 10,402Mar 29, 2024 to Mar 28, 2025
- Charity clients · 33 to 30Mar 29, 2024 to Mar 28, 2025
- Corporate clients · 40 to 41Mar 29, 2024 to Mar 28, 2025
- HNW clients · 1,200 to 1,338Mar 29, 2024 to Mar 28, 2025
- Individual clients · 2,428 to 2,391Mar 29, 2024 to Mar 28, 2025
- Pension plan clients · 112 to 111Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $3.8B to $2.7BMar 29, 2024 to Mar 28, 2025
- Employees · 78 to 79Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · 251-500 to 251-500Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.1B to $8.0BMar 29, 2024 to Mar 28, 2025
- HNW RAUM · $4.6B to $5.4BMar 29, 2024 to Mar 28, 2025
- Individual RAUM · $726M to $738MMar 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $2.3M to $10.9MMar 29, 2024 to Mar 28, 2025
- Pension RAUM · $1.3B to $1.4BMar 29, 2024 to Mar 28, 2025
- RAUM · $7.1B to $8.1BMar 29, 2024 to Mar 28, 2025
- Accounts · 9,697 to 10,031Sep 18, 2023 to Mar 27, 2024
- Advisory employees · 26 to 31Sep 18, 2023 to Mar 27, 2024
- Charity clients · 40 to 33Sep 18, 2023 to Mar 27, 2024
- Corporate clients · 44 to 40Sep 18, 2023 to Mar 27, 2024
- HNW clients · 1,081 to 1,200Sep 18, 2023 to Mar 27, 2024
- Individual clients · 2,493 to 2,428Sep 18, 2023 to Mar 27, 2024
- Pension plan clients · 104 to 112Sep 18, 2023 to Mar 27, 2024
- Assets in custody · $2.4B to $3.8BSep 18, 2023 to Mar 27, 2024
- Employees · 75 to 78Sep 18, 2023 to Mar 27, 2024
- State-registered IARs · 26 to 31Sep 18, 2023 to Mar 27, 2024
- Discretionary RAUM · $6.3B to $7.1BSep 18, 2023 to Mar 27, 2024
Signals
10 dated events
- A•••• E••••• S•••••••• left O•••• W••••• M••••••••• L•• for K•••• F•••••••• A•••• A•••••••• L••• (registered 2026-06-25)May 19, 2026 · Advisor changed firm · fact
- B•••••• A•••• D••••• left O•••• W••••• M••••••••• L•• for W•••• F•••• A••••••• (registered 2026-05-29)Mar 6, 2026 · Advisor changed firm · fact
- J•• M•••••• G••••••• left O•••• W••••• M••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2025-05-30)May 29, 2025 · Advisor changed firm · fact
- J••••• J•• Z••• left O•••• W••••• M••••••••• L•• for R••••••• C•••••• A•••••••• L•• (registered 2024-09-04)Jul 15, 2024 · Advisor changed firm · fact
- H••••• J• S•••••• left O•••• W••••• M••••••••• L•• for M•••• • P•••• (registered 2023-09-26)Aug 22, 2023 · Advisor changed firm · fact
- R••• Z•••••• left O•••• W••••• M••••••••• L•• for C••••• W••••• S••••••••• (registered 2022-10-31)Jun 10, 2022 · Advisor changed firm · fact
- O•••• W••••• M••••••••• L•• reported 21 state-registered advisory representatives, up from 10 (2020-06-29 to 2021-03-29)Mar 29, 2021 · Advisor headcount change · derived
- Jean Donna Murr (Senior Relationship Manager, Principal) no longer on Schedule A of O•••• W••••• M••••••••• L•• (listed 2020-06-29, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Jean Donna Murr (Senior Relationship Manager, Principal) appeared on Schedule A of O•••• W••••• M••••••••• L••Mar 30, 2020 · Control person joined · fact
- O•••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 26, 2013 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 608-394-2100reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 612-377-2253reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 715-835-6525reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- O••••WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 715-835-6525reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- ORGELWEALTH.COM/contact-us.htmlreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- ORGELWEALTH.COM/who-we-are.htmlreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $308Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026