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ORCA WEALTH MANAGEMENT, LLC
CRD 310053 · SEC 801-119307
6521 MAIN STREET, NEW PORT RICHEY, FL, 34653, United States
Phone
727-938-1600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.4M
Discretionary AUM
$222.6M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $20.3M |
| High net worth individuals | 221 | $149.4M |
| Pension/profit sharing plans | 3 | $2.8M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 15 | $50.8M |
States served
NC, OR, TX, FL
All web addresses on file
- https://link.edgepilot.com/s/527e489f/vUbFbBoaqkCRLc3fKMog0Q?u=https://subscribeonandroid.com/feeds.blubrry.com/feeds/alifewelll
- https://twitter.com/orcawealth
- https://link.edgepilot.com/s/4433ee42/Lh5m12bO00a05ArPpVzHVw?u=https://subscribebyemail.com/feeds.blubrry.com/feeds/alifewellliv
- https://www.youtube.com/channel/UCT4QYrrQNEJM5uhMB_v8vbQ
- https://www.instagram.com/orcawealth/
- https://www.facebook.com/ken.ouellette.5682
- https://www.orcawealth.com/
- https://www.linkedin.com/in/kenneth-ouellette-3a822225/
- https://link.edgepilot.com/s/adc5af9c/64VckfzScUCc73RIkfTAyQ?u=https://podcasts.apple.com/us/podcast/a-life-well-lived-grow-pres
- https://link.edgepilot.com/s/59665789/f5Dpurh7dUqtolKrh0cJvA?u=https://www.google.com/podcasts?
- https://link.edgepilot.com/s/1d37f109/JwSkIpVdUE6PK3gPx3Yk-Q?u=https://open.spotify.com/show/2CqM8VdTdTKFwuy617XKl7
- https://link.edgepilot.com/s/f1733743/jd_PGgtChU2w7Rj6adKs_g?u=https://blubrry.com/alifewelllived/
Official SEC filing: View on IAPD