|
⚲
|
| Keyboard |
| ORCA Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 310053 |
| SEC # | 801-119307 |
| CIK # | 0002043765 |
| AUM | 224.4 M (2026-05-11) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 727-938-1600 |
| Address | 6521 Main Street New Port Richey, FL 34653 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002043765 |
| Sector | Form 13F Holdings | Value ($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 | ||
| British American Tobacco PLC | 3.9 | ||
| Ace Ltd | 3.8 | ||
| Alphabet Inc | 3.1 | ||
| Chevron Corp | 2.9 | ||
| Dow Inc | 2.9 | ||
| Alphabet Inc | 2.6 | ||
| Nvidia Corp | 2.5 | ||
| Cummins Inc | 2.4 | ||
| UBS Group AG | 2.3 | ||
| Caterpillar Inc | 2.3 | ||
| AbbVie Inc | 2.2 | ||
| Chesapeake Energy Corp | 2.2 | ||
| Total Sa | 2.0 | ||
| Blackstone Group LP | 1.9 | ||
| EOG Resources Inc | 1.7 | ||
| Bank of America Corp /DE/ | 1.7 | ||
| Duke Energy Corp | 1.7 | ||
| Prev | Page 1 | Next | |||
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Principia Wealth Advisory LLC
✚
|
TX | 225.0 M |
|
Prato Capital Management Inc
✚
|
NY | 224.6 M |
|
Financial Management Inc
✚
|
AR | 224.5 M |
|
Iadvise Partners LLC
✚
|
NY | 224.5 M |
|
Meritis Wealth Management Inc
✚
|
MD | 224.4 M |
|
Old Bridge Capital Management Private Limited
✚
|
224.4 M | |
|
McAlvany Wealth Management LLC
✚
|
CO | 224.2 M |
|
Bucket List Wealth Management LLC
✚
|
FL | 224.2 M |
|
McAlister Sweet & Associates Inc
✚
|
TX | 224.2 M |
|
Mainstream Capital Management LLC
✚
|
CA | 224.0 M |