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RIAs in Altoona, Wisconsin

Explore 3 RIAs headquartered in Altoona, with $10.6B in combined reported AUM.

RIAs3Headquartered here
Total AUM$10.6BReported regulatory AUM
Total Employees109Reported by these RIAs
% of Total State AUM0.8%% Of total State AUM Reported

All RIAs in Altoona

3 RIAs
Showing 1–3 of 3 RIAs

Orgel Wealth Management, LLC

ALTOONA, WI
Reported AUM$9.5B
Employees79
90.4% of city AUMView RIA ↗

Bernicke Wealth Management

ALTOONA, WI
Reported AUM$887.4M
Employees26
8.4% of city AUMView RIA ↗

Jansen Wealth Management LLC

ALTOONA, WI
Reported AUM$132.3M
Employees4
1.3% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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