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ORCA WEALTH MANAGEMENT, LLC

EIN 27-2799166-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$120K assets
Welfare
0
Participants
2
7701 LITTLE RD., SUITE 211 - NEW PORT RICHEY, FL 34654727-741-6077orcawealth.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$120K - 2 part

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Retirement#001

ORCA WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$120K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORCA WEALTH MANAGEMENT 401(K) PLAN401k$120K22025
Retirement plans
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