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ORCA WEALTH MANAGEMENT, LLC
Tel: 727-938-1600
7701 Little Rd Ste 211
New Port Richey, Florida 34654
ORCA WEALTH MANAGEMENT, LLC
ORCA WEALTH MANAGEMENT, LLC is a New Port Richey, Florida based financial advisory firm with nearly $171,465,488 in assets under management and provides investment advisory services for 441 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
310053
SEC#:
801-119307
No. of Clients:
441
Assets under Management
$171,465,488
No. of Advisors:
2
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