{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/310053#adviser","name":"ORCA WEALTH MANAGEMENT, LLC","alternateName":"ORCA WEALTH MANAGEMENT, LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"310053"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-119307"}],"address":{"@type":"PostalAddress","addressLocality":"NEW PORT RICHEY","addressRegion":"FL","postalCode":"34653","addressCountry":"United States"},"url":"https://twitter.com/orcawealth","description":"ORCA WEALTH MANAGEMENT, LLC is a Registered Investment Adviser based in NEW PORT RICHEY, FL. Reports $224,401,139 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":224401139},{"@type":"PropertyValue","propertyID":"Number of accounts","value":425},{"@type":"PropertyValue","propertyID":"Employees","value":3},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/310053","https://reports.adviserinfo.sec.gov/reports/ADV/310053/PDF/310053.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T05:51:04.576Z"}}