NEW PORT RICHEY, FLCRD 310053Latest ADV March 31, 2026
Orca Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Port Richey, FL. Its latest Form ADV filing, dated March 31, 2026, reports $224M in regulatory assets under management, 2 employees, 1 office, and 425 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
221
2
Individuals
43.5%
185
3
Corporations
3.5%
15
4
Pension Plans
0.7%
3
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of March 31, 2026
Discretionary99.2%
$223M
99% of total RAUM99.2%
Non-discretionary0.8%
$2M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts425
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee213:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.