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 formed in 2020 and organized as an LLC under individual ownership. The firm serves both individual/family and institutional clients and acts as a capital allocator, employing a mix of fee arrangements including a percentage of AUM, hourly charges, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Orca does not identify 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 1KENNETH OUELLETTE
Managing Member And Chief Compliance OfficerCRD 2159537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$6.6M in ETFs
11%
$757K
89%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $2.2M | 52,384 | 33.55% |
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
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