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Orca Wealth Management, LLC CRD 310053
$224M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6521 Main Street, New Port Richey, FL 34653 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-14 |
| TX | RA | APPROVED_RES | 2025-11-03 |
| FL | RA | APPROVED | 2025-01-03 |
| NC | RA | APPROVED | 2021-07-30 |
Branch Locations
6521 Main Street, New Port Richey, FL 34653 • United States
4601 North Croatan Hwy, Kitty Hawk, NC 27949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Tarpon Springs | FL | 07/2010 | Present |
| Orca Wealth Management Llc | Trinity | FL | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-25 |
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