Orca Wealth Management, LLC
Orca Wealth Management, LLC is an SEC-registered mass-market adviser in New Port Richey, FL with $224.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Orca Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310053, SEC 801-119307, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $224.4M (2026-05-11)
- Firm type
- Mass-Market Adviser
- Location
- New Port Richey, FL
- Employees
- 3
- Clients
- 425
- CRD
- 310053
- Ownership
- OUELLETTE, KENNETH, DONALD; ROY, DAWN, MARIE
How much AUM does Orca Wealth Management, LLC have?
Orca Wealth Management, LLC reported $224.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Orca Wealth Management, LLC?
Disclosed owners and executives of Orca Wealth Management, LLC include OUELLETTE, KENNETH, DONALD, ROY, DAWN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.