# Orca Wealth Management

Orca Wealth Management is a RIA based in New Port Richey, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New Port Richey, United States
- **Region:** North America
- **Address:** New Port Richey, United States
- **Founded:** 2020
- **Assets under management:** 169 (Altss estimate)
- **Website:** orcawealth.com
- **LinkedIn:** https://www.linkedin.com/company/orca-wealth-management

## Regulatory record

- **CRD number:** 310053
- **SEC file number:** 801-119307
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310053

## About

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.

## Sectors

- Venture Capital

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/orca-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology