Orca Wealth Management, LLC
● SEC registered since 2020CRD 310053SEC# 801-119307New Port Richey, FL
Reg. AUM
$224.4M
Employees
3
Accounts
425
Location
New Port Richey, FL
Orca Wealth Management, LLC assets under management
Orca Wealth Management, LLC is an investment advisory firm registered with the SEC based in New Port Richey, FL. The firm has been registered since 2020. It reports $224.4 million in regulatory assets under management and employs 3 people.
Orca Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Donald Ouellette Control | Managing Member, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Orca Wealth Management, LLC manage?
Orca Wealth Management, LLC reports $224.4 million in regulatory assets under management on its Form ADV.
How many employees does Orca Wealth Management, LLC have?
Orca Wealth Management, LLC reports 3 employees.
Where is Orca Wealth Management, LLC located?
Orca Wealth Management, LLC is based in New Port Richey, FL and has been SEC-registered since 2020.
Does Orca Wealth Management, LLC disclose fund performance?
Orca Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6521 Main Street, New Port Richey, FL 34653 |
| Phone | 727-938-1600 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.4M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$224.4Mregulatory AUM
Discretionary $222.6MNon-discretionary $1.8M