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Orca Wealth Management
Orca Wealth Management was established in 2020. It operates as a registered investment advisor serving individuals, high-net-worth individuals, and entities.
Orca Wealth Management
Orca Wealth Management was established in 2020. It operates as a registered investment advisor serving individuals, high-net-worth individuals, and entities. The firm allocates across venture capital. No specific portfolio companies or co-investors are identified in available records. Geographic activity centers on the United States. AUM stands at an estimated 169 million USD. No additional offices or dated operational events from the last 24 months appear in records. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession details.
General information
Firm type
Wealth Manager
Year founded
2020
AUM
169 (Altss estimate)
Location
Region
North America
Country
United States
City
New Port Richey
Corporate office
New Port Richey, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Orca Wealth Management?
No named principals or CIO appear in available records.
Does Orca Wealth Management participate in fund commitments or only direct deals?
Records list venture capital as the strategy without specifying fund commitments versus direct deals.
What investment stages does Orca Wealth Management typically target?
Venture capital is the only strategy listed; stage details are not provided.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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