ORCA WEALTH MANAGEMENT, LLC

7701 Little Rd
Ste 211
New Port Richey, Florida 34654
Tel: 727-938-1600

About ORCA WEALTH MANAGEMENT, LLC

ORCA WEALTH MANAGEMENT, LLC, formally registered with the SEC as ORCA WEALTH MANAGEMENT, LLC. The firm was established in 08/20/2020. They have over 2 offices throughout the country.

ORCA WEALTH MANAGEMENT, LLC is a New Port Richey, Florida based Financial Planning firm with nearly $171,465,488 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310053
SEC#	801-119307
Assets Managed by Firm	$171,465,488
No. of Clients	441
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	441	$171,465,488
Individuals (other than high net worth individuals)	248	$28,402,157
High net worth individuals	177	$107,981,998
Pension and profit sharing plans	2	$1,675,335
Charitable organizations	1	$1,233,093
Corporations or other businesses	12	$32,172,905

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