0001658535-17-000001.txt : 20170203 0001658535-17-000001.hdr.sgml : 20170203 20170203101746 ACCESSION NUMBER: 0001658535-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170203 DATE AS OF CHANGE: 20170203 EFFECTIVENESS DATE: 20170203 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: 17570502 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001658535 XXXXXXXX 12-31-2016 12-31-2016 Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE ALTOONA WI 54720

13F HOLDINGS REPORT 028-17407 N Samir A. Murty 7158356525 Samir A. Murty Altoona WI 02-03-2017 0 21 154977 false INFORMATION TABLE 2 13F_2016_Q4.xml ISHARES INC CORE MSCI EMKT 46434G103 81108 1910675 SH SOLE 1884240 0 26435 ISHARES TR IBOXX HI YD ETF 464288513 53440 617441 SH SOLE 608607 0 8834 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6320 118670 SH SOLE 118670 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 5943 73893 SH SOLE 72838 0 1055 ISHARES TR CORE US AGGBD ET 464287226 2975 27527 SH SOLE 27527 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 567 5174 SH SOLE 5174 0 0 ISHARES TR NATIONAL MUN ETF 464288414 554 5121 SH SOLE 5121 0 0 ISHARES TR CORE S&P500 ETF 464287200 472 2096 SH SOLE 2096 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 388 1890 SH SOLE 1190 0 700 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 336 3940 SH SOLE 3940 0 0 EXXON MOBIL CORP COM 30231G102 290 3208 SH SOLE 3208 0 0 PEPSICO INC COM 713448108 289 2763 SH SOLE 2763 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 283 3730 SH SOLE 3730 0 0 MICROSOFT CORP COM 594918104 281 4520 SH SOLE 4520 0 0 CHEVRON CORP NEW COM 166764100 274 2328 SH SOLE 2328 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 271 4000 SH SOLE 4000 0 0 NEW AMER HIGH INCOME FD INC COM NEW 641876800 269 29058 SH SOLE 29058 0 0 GENERAL ELECTRIC CO COM 369604103 257 8136 SH SOLE 8136 0 0 ISHARES TR INTRM GOV/CR ETF 464288612 238 2165 SH SOLE 2165 0 0 ECOLAB INC COM 278865100 222 1896 SH SOLE 1896 0 0 ISHARES TR MSCI EAFE ETF 464287465 200 3464 SH SOLE 3464 0 0