Orca Wealth Management, LLC

RIASEC Registered

Total AUM

$224M

Discretionary

$223M

99% of AUM

Avg account

$528K

Accounts

425

Employees

Advisory reps

Firm details

Headquarters: New Port Richey, Florida
CRD number: 310053
Registered since: August 20, 2020
Website: orcawealth.com
Custodians: TRADE-PMR INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.58%
Corporations / Businesses22.63%
Individuals9.04%
Pension & Profit Sharing Plans1.23%
Charitable Organizations0.53%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Orca Wealth Management, LLC is an independent, owner-operated RIA that positions itself as a capital allocator for both high-net-worth individuals/families and select institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. Fee arrangements include percentage-of-AUM billing plus the ability to charge hourly or fixed fees for certain engagements. Orca is SEC-registered (registered in 2020). The firm reports a clear preference for equity exposure in client portfolios and runs discretionary management at scale. It markets to clients who require both advice and execution across public markets and private-market allocations, and it incorporates third-party managers when deploying alternatives.