Matthew Steven Leach
Investment adviser representative at Orgel Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$9.5BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Orgel Wealth Management, LLCJan 2021 to now
- University of Missouri - Kansas CityAug 2018 to Dec 2020
- D.W. Elite DecksApr 2018 to Aug 2018
- U.S. NavyApr 2013 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Orgel Wealth Management, LLC
$9.5BAssets managed
3,976Clients
31Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7424553
- Firm CRD
- 168219