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| ORCA Wealth Management LLC
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|
|---|---|
| CRD # | 310053 |
| SEC # | 801-119307 |
| CIK # | 0002043765 |
| AUM | $224.4 M (2026-05-11) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 727-938-1600 |
| Address | 6521 Main Street New Port Richey, FL 34653 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.9 | ||
| Astrazeneca PLC | 6.8 | ||
| Old Republic International Corp | 6.8 | ||
| United Technologies Corp /DE/ | 6.4 | ||
| Cisco Systems Inc | 6.2 | ||
| Philip Morris International Inc | 5.2 | ||
| Broadcom Inc | 5.0 | ||
| Micron Technology Inc | 4.4 | ||
| Qualcomm Inc/DE | 4.2 | ||
| J P Morgan Chase & Co | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 20.3 |
| (b) Individuals (high net worth individuals) | 221 | 149.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.8 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 50.8 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 224.4 |
| By Discretionary | ||
| Discretionary | 392 | 222.6 |
| Non-Discretionary | 33 | 1.8 |
| Total | 425 | 224.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.4 | |
| Total | 425 | 224.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043765] |
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|---|---|---|
|
Principia Wealth Advisory LLC
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|
TX | 0.2 |
|
Prato Capital Management Inc
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|
NY | 0.2 |
|
Financial Management Inc
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AR | 0.2 |
|
Iadvise Partners LLC
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NY | 0.2 |
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Meritis Wealth Management Inc
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MD | 0.2 |
|
Old Bridge Capital Management Private Limited
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0.2 | |
|
McAlvany Wealth Management LLC
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|
CO | 0.2 |
|
Bucket List Wealth Management LLC
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|
FL | 0.2 |
|
McAlister Sweet & Associates Inc
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|
TX | 0.2 |
|
Mainstream Capital Management LLC
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|
CA | 0.2 |