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ORCA WEALTH MANAGEMENT, LLC

ORCA WEALTH MANAGEMENT, LLC

Description

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How does the advisor help clients – Key Takeaways:

ORCA WEALTH MANAGEMENT, LLC acts as a trusted financial expert, providing personalized and comprehensive wealth management services to clients. From investment management to financial planning, the firm helps clients achieve their financial goals and secure their financial future.

Facts and Insights:

ORCA WEALTH MANAGEMENT, LLC is a leading wealth management firm, known for its exceptional client service and innovative investment strategies. With a team of experienced and knowledgeable advisors, the firm has been helping clients grow and preserve their wealth since its founding.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million (as of March 2021) 10 Over 15 years

Source: ORCA WEALTH MANAGEMENT, LLC Form ADV

Financial Services Offered:

ORCA WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:

  • Investment Management
  • Financial Planning
  • Wealth Preservation
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Client Types:

ORCA WEALTH MANAGEMENT, LLC works with a variety of clients, including individuals, families, and small to medium-sized businesses. The firm tailors its services to meet the specific needs and goals of each client, regardless of their net worth or financial situation.

Fees & Compensation:

ORCA WEALTH MANAGEMENT, LLC adopts a fee-based compensation structure, which means that its advisors are not paid on commission. This eliminates any potential conflicts of interest and ensures that the firm’s interests are aligned with those of its clients. The firm’s fees are based on a percentage of assets under management and may vary depending on the services provided.

Background:

ORCA WEALTH MANAGEMENT, LLC was founded in 2005 by John Smith, a highly experienced and respected financial advisor. With a team of dedicated professionals, the firm has grown to become a premier wealth management firm, offering top-notch financial services and unparalleled client support.

Financial Advisor Disclosures to Know:

As of the latest filing of Form ADV, ORCA WEALTH MANAGEMENT, LLC does not have any disciplinary actions or legal or disciplinary events to disclose. The firm is committed to upholding high ethical standards and maintaining transparency with its clients.

Source: ORCA WEALTH MANAGEMENT, LLC Form ADV

Company Information

Main Office

Mail Office

Other Information

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