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
About
Orca Wealth Management provides investment management and financial planning to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm offers discretionary and limited non‑discretionary portfolio management, selection of independent managers, comprehensive financial planning, and fiduciary services for plan sponsors.
The firm says it builds risk‑adjusted, tax‑aware asset allocations using a combination of active and passive strategies across individual equities, fixed income, mutual funds, ETFs and separately managed accounts, and it tailors plans to clients’ cash flow, time horizon and risk profile. Orca monitors accounts on an ongoing basis and notes it may implement a range of strategies — including margin, short sales and option strategies — when appropriate.
Noteworthy distinctions include managing roughly $224 million across about 406 client accounts, producing an unusually high level of assets and clients per advisor compared with peers, and offering portfolio management through a wrap‑fee program. The firm also uses separately managed account programs (including Wells Fargo and Adhesion), maintains negotiated brokerage and platform relationships (Trade‑PMR and First Clearing), and disclosed nominal startup funding from Trade‑PMR, all of which affect how it implements and supports client strategies.
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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