LP Profile

Orca Wealth Management

Also known as orca wealth

Wealth ManagerNew Port Richey, United StatesFounded 2020
$157M
Assets Under Management
New Port Richey
Headquarters
Investment Focus

About Orca Wealth Management

Orca Wealth Management is a wealth manager based in New Port Richey, US. Founded in 2020. Reported AUM: 157 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Orca Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$224.4M
Total Clients
425
Filing Date
May 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Orca Wealth Management?

Orca Wealth Management is a wealth manager based in New Port Richey, United States, managing approximately $157M in assets.

Where is Orca Wealth Management headquartered?

Orca Wealth Management is headquartered in New Port Richey, United States.

How much does Orca Wealth Management manage?

Orca Wealth Management manages approximately $157M in assets under management.

When was Orca Wealth Management founded?

Orca Wealth Management was founded in 2020.

How can I contact Orca Wealth Management?

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