Orca Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$169,683,349
This total excludes 19 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
406
54% high-net-worth
Advisors
1
of 2 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
406
Very HighAverage account size
$417,939
About
Orca Wealth Management is a fee-only registered investment adviser that serves individuals, high-net-worth clients, trusts, retirement plans and small institutions with investment management, financial planning, and plan‑sponsor consulting. The firm provides both discretionary and limited non‑discretionary portfolio management and assists clients with selection and oversight of Independent Managers.
Orca constructs risk‑adjusted, tax‑aware portfolios using a mix of active and passive strategies across equities, fixed income, mutual funds, ETFs and separately managed accounts, tailoring allocations to each client’s objectives and risk profile. Portfolios may employ margin and option strategies where appropriate, and the firm offers a bundled wrap‑fee program that combines management and trade execution.
What distinguishes Orca from many peers is its scale relative to its advisory resources: the firm manages roughly $224 million and serves over 400 client relationships, a concentration of assets and clients per advisor that is uncommon among supported firms. The firm also sponsors a wrap fee program, discloses the potential use of borrowing within separately managed accounts, and maintains negotiated brokerage and custody arrangements (including institutional services and startup funding from its broker), factors that can affect execution, reporting and potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Concentrated stock management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Charitable giving tax strategies
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for consulting services; financial planning fees generally not to exceed $20,000 annually.
$1 - $1,000,000: 0.90% $1,000,000.01 - $2,000,000: 0.85% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.70% $10,000,000.01+: 0.65%
Up to $300 per hour for financial planning and consulting services.
Fee-only: Advisory fees based on asset tiers as above; financial planning and consulting fees hourly up to $300/hour, fixed/project fees up to $20,000 annually.
Main office location
Orca Wealth Management, LLC
6521 Main St
New Port Richey FL 34653, United States
Number of offices
2
Most active in
Orca Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · Oregon · Texas
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:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
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