# ORCA WEALTH MANAGEMENT, LLC

ORCA WEALTH MANAGEMENT, LLC of NEW PORT RICHEY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 310053
- Type: SEC-registered investment adviser
- SEC file number: 801-119307
- Location: 6521 MAIN STREET, NEW PORT RICHEY, FL, 34653
- Phone: 727-938-1600
- Latest filing: 2026-05-11
- Regulatory AUM: $224.4M
- Discretionary AUM: $222.6M
- Non-discretionary AUM: $1.8M
- Clients: 3
- Accounts: 425

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Donald Ouellette | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | New Port Richey, FL |
| OUELLETTE KENNETH DONALD | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |
| ROY DAWN MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310053/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310053/similar
- Related entities: https://search.stillhousedata.com/firm/310053/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310053

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.