{
  "crd_number": 310053,
  "slug": "orca-wealth-management-llc-new-port-richey-fl-310053",
  "primary_business_name": "ORCA WEALTH MANAGEMENT, LLC",
  "legal_name": "ORCA WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "New Port Richey",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-20",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 224401139.0,
  "raum_discretionary": 222601443.0,
  "raum_non_discretionary": 1799696.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1184700.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20284029.0,
      "count": 185
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 2761993.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 149399320.0,
      "count": 221
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 50771097.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "OR",
    "TX"
  ],
  "websites": [
    "https://facebook.com/ken.ouellette.5682",
    "https://instagram.com/orcawealth",
    "https://link.edgepilot.com/s/1d37f109/JwSkIpVdUE6PK3gPx3Yk-Q?u=https%3A%2F%2Fopen.spotify.com%2Fshow%2F2CqM8VdTdTKFwuy617XKl7",
    "https://link.edgepilot.com/s/4433ee42/Lh5m12bO00a05ArPpVzHVw?u=https%3A%2F%2Fsubscribebyemail.com%2Ffeeds.blubrry.com%2Ffeeds%2Falifewellliv",
    "https://link.edgepilot.com/s/527e489f/vUbFbBoaqkCRLc3fKMog0Q?u=https%3A%2F%2Fsubscribeonandroid.com%2Ffeeds.blubrry.com%2Ffeeds%2Falifewelll",
    "https://link.edgepilot.com/s/59665789/f5Dpurh7dUqtolKrh0cJvA?u=https%3A%2F%2Fwww.google.com%2Fpodcasts",
    "https://link.edgepilot.com/s/adc5af9c/64VckfzScUCc73RIkfTAyQ?u=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fa-life-well-lived-grow-pres",
    "https://link.edgepilot.com/s/f1733743/jd_PGgtChU2w7Rj6adKs_g?u=https%3A%2F%2Fblubrry.com%2Falifewelllived%2F",
    "https://linkedin.com/in/kenneth-ouellette-3a822225",
    "https://orcawealth.com",
    "https://twitter.com/orcawealth",
    "https://youtube.com/channel/UCT4QYrrQNEJM5uhMB_v8vbQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310053",
  "city_as_filed": "NEW PORT RICHEY",
  "url": "https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053",
  "display_name": "Orca Wealth Management, LLC",
  "summary": "Orca Wealth Management, LLC is an SEC-registered investment advisory firm in New Port Richey, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. Orca Wealth Management, LLC (CRD 310053): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Orca Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Orca Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Orca Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $300 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Orca Wealth Management, LLC located?",
      "a": "Orca Wealth Management, LLC's principal office is in New Port Richey, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Orca Wealth Management, LLC registered with the SEC or a state?",
      "a": "Orca Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310053."
    },
    {
      "q": "How much does Orca Wealth Management, LLC manage?",
      "a": "Orca Wealth Management, LLC reports $224,401,139 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (99% discretionary)."
    },
    {
      "q": "How have Orca Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Orca Wealth Management, LLC: Regulatory assets under management: $131,553,076 in the October 2021 data and $224,401,139 in the October 2026 data, up 71%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Orca Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (221); individuals (other than high net worth individuals) (185); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does Orca Wealth Management, LLC use?",
      "a": "Orca Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Trade-PMR Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Orca Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310053"
    },
    {
      "q": "Does Orca Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Orca Wealth Management generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances.\""
    },
    {
      "q": "What changed in Orca Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $193,815,884 to $224,401,139 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 131553076.0,
      "total_employees": 3,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 157429517.0,
      "total_employees": 3,
      "filing_date": "2022-08-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 151280980.0,
      "total_employees": 3,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171465488.0,
      "total_employees": 2,
      "filing_date": "2024-06-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 193815884.0,
      "total_employees": 2,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 224401139.0,
      "total_employees": 3,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $193,815,884 to $224,401,139 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning and/or consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Orca Wealth Management generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning and/or consulting services)"
        ],
        "quotes": [
          "Hourly fees generally range up to $300 per hour. There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and/or consulting services"
        }
      ]
    },
    "quotes": [
      "Orca Wealth Management generally does not require a minimum initial investment for investment management services. The firm, in its sole discretion, may accept clients with smaller portfolios based upon each client’s particular circumstances.",
      "Hourly fees generally range up to $300 per hour. There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 185,
      "fewer_than_5": false,
      "raum": 20284029.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 221,
      "fewer_than_5": false,
      "raum": 149399320.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2761993.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1184700.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 50771097.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310053",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}