Overview
Assets Under Management: $171 million
Headquarters: NEW PORT RICHEY, FL
High-Net-Worth Clients: 212
Average Client Assets: $607,002
Frequently Asked Questions
ORCA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310053), ORCA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ORCA WEALTH MANAGEMENT, LLC is headquartered in NEW PORT RICHEY, FL.
ORCA WEALTH MANAGEMENT, LLC serves 212 high-net-worth clients according to their SEC filing dated June 21, 2024. View client details ↓
According to their SEC Form ADV, ORCA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ORCA WEALTH MANAGEMENT, LLC manages $171 million in client assets according to their SEC filing dated June 21, 2024.
According to their SEC Form ADV, ORCA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 212
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.40
Average High-Net-Worth Client Assets: $607,002
Total Client Accounts: 441
Discretionary Accounts: 405
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 310053
Last Filing Date: 2024-06-21 00:00:00
Website: https://orcawealth.com