Orca Wealth Management, LLC

$224.4MAssets under management
as of May 2026 · SEC Form ADV
New Port Richey, FL
Visit website
1 person on Advicer connected to this.

Tech stack

No one at Orca Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Trade-PMR
Per Form ADV · $171M held · filed Jun 2024