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
By the Numbers
-
Total Assets Under Management171MILLION
-
Total Number of Accounts441ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, OR
Financial Advisors at Orca Wealth Management, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.