Troy Mertens is a control person of Orgel Wealth Management and directly owns between 5% and 10% of it.
Orgel Wealth Management is an investment adviser based in Altoona, WI, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $9.55 billion, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
Troy J. Mertens is Chief Integration Officer and Chief Compliance Officer of Orgel Wealth Management. He manages the firm's compliance program and custodian relationships and oversees advancement of the firm's strategic initiatives. Before joining Orgel Wealth Management in 2014, he spent 13 years in a leadership position at a large financial advisory firm, followed by two years at Junxure, a provider of client relationship management solutions for the wealth management industry.
- CRD
- 4362189
- Firm
- Orgel Wealth Management · CRD 168219
- Role
- Member, Chief Operating
- In role since
- March 2014 · 12 years
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- Altoona, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- orgelwealth.com
Where does Troy Mertens work?
Troy Mertens has been Member, Chief Operating of Orgel Wealth Management, LLC since March 2014, and is a control person of the firm.
How can I verify Troy Mertens’ record?
Troy Mertens’ role is listed on Orgel Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 168219.
