Orca Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$224,401,139
This total excludes 19 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
406
54% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
406
Average account size
$552,712
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fixed fees for consulting services may be negotiated; financial planning fees generally do not exceed $20,000 annually.
$1 - $1,000,000: 0.90% annually $1,000,000.01 - $2,000,000: 0.85% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.70% annually Above $10,000,000+: 0.65% annually
Up to $300 per hour for financial planning/consulting services.
Fee-only: Fee-only basis, fees vary by service and may be negotiated.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Orca Wealth Management, LLC
7701 Little Rd, Ste 211
New Port Richey FL 34654, United States
Number of offices
2
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