Orca Wealth Management, LLC
Firm details
- Headquarters
- New Port Richey, Florida
- CRD number
- 310053
- Registered since
- August 20, 2020
- Website
- orcawealth.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.58%
- Corporations / Businesses22.63%
- Individuals9.04%
- Pension & Profit Sharing Plans1.23%
- Charitable Organizations0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Orca Wealth Management, LLC is an independent registered investment adviser founded in 2020 and operated as an LLC under individual ownership. The firm acts as a capital allocator for both individual & family and institutional clients, offering a mix of financial planning and discretionary portfolio management services. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Orca does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
1 of 1
Kenneth Ouellette
Managing Member And Chief Compliance OfficerCRD 2159537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$10.5M in ETFs
35%
$3.7M
65%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $2.6M | 52,470 | 24.73% |
Location
New Port Richey, FL
Pasco
Location
New Port Richey, FL
Headquartered in New Port Richey, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 6521 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Commoncents Wealth Advisors, LLC
RIANew Port Richey, FL
1st Financial LLC
RIANew Port Richey, FL
Allied Private Wealth
RIABoca Raton, FL
Bucket List Wealth Management, LLC
RIAThe Villages, FL
Sterling Wealth Advisors, Inc.
RIAPlantation, FL
Buckeye-Pacific
RIANaples, FL