ORCA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$224,401,139
Discretionary
$222,601,443
Non-discretionary
$1,799,696
Firm details
- CRD number
- 310053
- SEC file number
- 801-119307
- Main office
- NEW PORT RICHEY, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://twitter.com/orcawealth
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.