Orca Wealth Management, LLC

EST. AUM
$224,401,139

CONTACTS

CLIENT ACCOUNTS
425

Firm Details

Metro area Tampa
CRD Number 310053
Website orcawealth.com
Client types

Overview

Orca Wealth Management LLC is an independent, SEC-registered investment adviser headquartered in New Port Richey, Florida, with an additional office in Kitty Hawk, North Carolina. Led by Managing Partner and Chief Compliance Officer Kenneth D. Ouellette, CPM®, the firm operates under a strict fiduciary standard and provides comprehensive wealth management, financial planning, and investment advisory services to business owners, professionals, and multi-generational families. Orca Wealth emphasizes a personalized, family office-style approach, helping clients navigate complex financial decisions through retirement planning, cash-flow analysis, tax-efficient wealth strategies, and legacy planning. Its investment philosophy focuses on disciplined, long-term portfolio management utilizing diversified allocations of dividend-paying equities, institutional mutual funds, and low-cost exchange-traded funds designed to preserve capital and support sustainable wealth creation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Orca Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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