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⚲
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| ORCA Wealth Management LLC
✚
| |
|---|---|
| CRD # | 310053 |
| SEC # | 801-119307 |
| CIK # | |
| AUM | $171.5 MM (2024-06-21) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 727-938-1600 |
| Address | 7701 Little Rd New Port Richey, FL 34654 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 28.4 |
| (b) Individuals (high net worth individuals) | 177 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.7 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 32.2 |
| (n) Other | 0 | 0.0 |
| Total | 441 | 171.5 |
| By Discretionary | ||
| Discretionary | 405 | 169.1 |
| Non-Discretionary | 36 | 2.3 |
| Total | 441 | 171.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.5 | |
| Total | 441 | 171.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
1858 Wealth Management LLC
✚
|
OH | 0.2 |
|
Consilium LLC
✚
|
CO | 0.2 |
|
Elevation Advisory Partners LLC
✚
|
FL | 0.2 |
|
Polaris Investment Advisors LLC
✚
|
NH | 0.2 |
|
Haverdink Financial Management LLC
✚
|
MI | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Gilpin Wealth Management LLC
✚
|
CO | 0.2 |
|
Cambridge Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Lighthouse Financial Management LLC
✚
|
RI | 0.2 |
|
Hardworking Capital Advisors LLC
✚
|
CA | 0.2 |