Orca Wealth Management, Llc
Trinity, Florida
Orca Wealth Management, LLC, a small investment advisory firm based in Trinity, FL, is dedicated to providing personalized financial services to its clients. With over 250 individual clients and an impressive $151,281,000 in assets under management, Orca Wealth Management has earned a reputation for delivering tailored investment solutions.
The firm operates from two offices and offers comprehensive advisory services across various investment avenues. While 401K and individual accounts make up less than 30% of their assets under management, Orca Wealth Management possesses the expertise and capability to effectively manage employ...
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Assets Under Mgmt
$151.28M
Investment Professionals
1
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Articles
Articles
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