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Building 2ORCA WEALTH MANAGEMENT, LLC

Map pinNEW PORT RICHEY, FL
Phone727-938-1600
NotebookSEC #801-119307
Total AUM
$224.4M
Employees
3
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6521 MAIN STREET
NEW PORT RICHEY
FL 34653
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
727-938-1600
Other Offices
1

ReceiptFinancials

Total AUM
$224.4M
Accounts
425
Discretionary
$222.6M
Accounts
392
Non-Discretionary
$1.8M
Accounts
33

ContactClients

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Individual Clients
185
AUM
$20.3M
HNW Individual Clients
221
AUM
$149.4M
Pension/Profit Sharing Plan Clients
3
AUM
$2.8M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
15
AUM
$50.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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