ORCA WEALTH MANAGEMENT, LLC
CRD #310053 SEC #801-119307 NEW PORT RICHEY, FL 727-938-1600
SEC Registered
Total AUM
$193.8M
Discretionary
$190.2M
Employees
2
Clients
11
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $193.8M | $190.2M | $3.6M | 2 | 0 |
| Mar 2025 | $193.8M | $190.2M | $3.6M | 2 | 0 |
| Jun 2024 | $171.5M | $169.1M | $2.3M | 2 | 0 |
| Feb 2024 | $171.5M | $169.1M | $2.3M | 3 | 0 |
| May 2023 | $151.3M | $149.6M | $1.7M | 3 | 0 |
| Feb 2023 | $151.3M | $149.6M | $1.7M | 3 | 0 |
| Nov 2022 | $157.4M | $155M | $2.4M | 3 | 0 |
| Aug 2022 | $157.4M | $155M | $2.4M | 3 | 0 |
| Jun 2022 | $157.4M | $155M | $2.4M | 3 | 0 |
| May 2022 | $157.4M | $155M | $2.4M | 3 | 0 |
| Mar 2022 | $157.4M | $155M | $2.4M | 3 | 0 |
| Jun 2021 | $131.6M | $116M | $15.6M | 3 | 0 |
| Mar 2021 | $131.6M | $116M | $15.6M | 3 | 0 |
| Dec 2020 | $131.1M | $115.9M | $15.2M | 3 | 0 |
DateOct 2025
Total AUM$193.8M
Discretionary$190.2M
Non-Disc.$3.6M
Employees2
Clients0
DateMar 2025
Total AUM$193.8M
Discretionary$190.2M
Non-Disc.$3.6M
Employees2
Clients0
DateJun 2024
Total AUM$171.5M
Discretionary$169.1M
Non-Disc.$2.3M
Employees2
Clients0
DateFeb 2024
Total AUM$171.5M
Discretionary$169.1M
Non-Disc.$2.3M
Employees3
Clients0
DateMay 2023
Total AUM$151.3M
Discretionary$149.6M
Non-Disc.$1.7M
Employees3
Clients0
DateFeb 2023
Total AUM$151.3M
Discretionary$149.6M
Non-Disc.$1.7M
Employees3
Clients0
DateNov 2022
Total AUM$157.4M
Discretionary$155M
Non-Disc.$2.4M
Employees3
Clients0
DateAug 2022
Total AUM$157.4M
Discretionary$155M
Non-Disc.$2.4M
Employees3
Clients0
DateJun 2022
Total AUM$157.4M
Discretionary$155M
Non-Disc.$2.4M
Employees3
Clients0
DateMay 2022
Total AUM$157.4M
Discretionary$155M
Non-Disc.$2.4M
Employees3
Clients0
DateMar 2022
Total AUM$157.4M
Discretionary$155M
Non-Disc.$2.4M
Employees3
Clients0
DateJun 2021
Total AUM$131.6M
Discretionary$116M
Non-Disc.$15.6M
Employees3
Clients0
DateMar 2021
Total AUM$131.6M
Discretionary$116M
Non-Disc.$15.6M
Employees3
Clients0
DateDec 2020
Total AUM$131.1M
Discretionary$115.9M
Non-Disc.$15.2M
Employees3
Clients0