ORCA WEALTH MANAGEMENT, LLC of NEW PORT RICHEY, FL is an SEC-registered investment adviser (CRD 310053). Regulatory assets under management: $224.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |