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Orca Wealth Management, LLC

● SEC registered since 2020CRD 310053SEC# 801-119307New Port Richey, FL
Export (members)
Reg. AUM
$193.8M
Employees
2
Accounts
428
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 $193.8 million in regulatory assets under management and employs 2 people.
twitter.com/orcawealthView on SEC.gov ↗

Orca Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kenneth Donald Ouellette ControlManaging Member, Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Orca Wealth Management, LLC manage?

Orca Wealth Management, LLC reports $193.8 million in regulatory assets under management on its Form ADV.

How many employees does Orca Wealth Management, LLC have?

Orca Wealth Management, LLC reports 2 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

Address7701 Little Rd, Ste 211, New Port Richey, FL 34654
Phone727-938-1600
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190.2M
Non-discretionary$3.6M
Total (RAUM)$193.8M