Orca Wealth Management, LLC

Orca Wealth Management, LLC (CRD# 310053) is a financial advisory firm headquartered in New Port Richey, FL. They manage $171,465,488 in 441 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7701 Little Rd, Ste 211, New Port Richey, FL 34654
https://twitter.com/orcawealth
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $388,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, OR

Financial Advisors at Orca Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Ouellette, financial advisor New Port Richey FL
Kenneth D. Ouellette
CRD#: 2159537
7701 Little Rd, Ste 211, New Port Richey, FL 34654

Kenneth Ouellette (CRD# 2159537) is an Investment Advisor Representative working at Orca Wealth Management, LLC in New Port Richey, FL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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