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Home > Retirement Planners > florida > new port richey > ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC
7701 Little Rd
Ste 211
New Port Richey, Florida 34654
Tel: 727-938-1600
About ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC, formally registered with the SEC as ORCA WEALTH MANAGEMENT, LLC. The firm was established in 08/20/2020. They have over 2 offices throughout the country.
ORCA WEALTH MANAGEMENT, LLC is a New Port Richey, Florida based Financial Planning firm with nearly $171,465,488 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310053 |
| SEC# | 801-119307 |
| Assets Managed by Firm | $171,465,488 |
| No. of Clients | 441 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 441 | $171,465,488 |
| Individuals (other than high net worth individuals) | 248 | $28,402,157 |
| High net worth individuals | 177 | $107,981,998 |
| Pension and profit sharing plans | 2 | $1,675,335 |
| Charitable organizations | 1 | $1,233,093 |
| Corporations or other businesses | 12 | $32,172,905 |
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