# Orca Wealth Management, LLC

> 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.

- CRD: 310053
- Filed as: ORCA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Port Richey, FL
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310053
- AdvisorCensus page: https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053

## Quick answers

**How is Orca Wealth Management, LLC compensated?**
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).

**How much does Orca Wealth Management, LLC charge?**
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.

**Where is Orca Wealth Management, LLC located?**
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).

**Is Orca Wealth Management, LLC registered with the SEC or a state?**
Orca Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310053.

**How much does Orca Wealth Management, LLC manage?**
Orca Wealth Management, LLC reports $224,401,139 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (99% discretionary).

**How have Orca Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Orca Wealth Management, LLC serve?**
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).

**Which custodians does Orca Wealth Management, LLC use?**
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.

**Does Orca Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Orca Wealth Management, LLC state an account minimum?**
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."

**What changed in Orca Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $193,815,884 to $224,401,139 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> 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 rate: $300 an hour (financial planning and/or consulting services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Trade-PMR Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $224,401,139
- Discretionary: $222,601,443
- Non-discretionary: $1,799,696

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $20,284,029 |
| High net worth individuals | 221 | $149,399,320 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,761,993 |
| Charitable organizations | 1 | $1,184,700 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 15 | $50,771,097 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Kitty Hawk, NC

### Websites listed on Form ADV (Item 1.I)
- link.edgepilot.com/s/1d37f109/JwSkIpVdUE6PK3gPx3Yk-Q
- link.edgepilot.com/s/4433ee42/Lh5m12bO00a05ArPpVzHVw
- link.edgepilot.com/s/527e489f/vUbFbBoaqkCRLc3fKMog0Q
- link.edgepilot.com/s/59665789/f5Dpurh7dUqtolKrh0cJvA
- link.edgepilot.com/s/adc5af9c/64VckfzScUCc73RIkfTAyQ
- link.edgepilot.com/s/f1733743/jd_PGgtChU2w7Rj6adKs_g
- orcawealth.com
- Facebook @ken.ouellette.5682
- Instagram @orcawealth
- LinkedIn @kenneth-ouellette-3a822225
- X @orcawealth
- YouTube @UCT4QYrrQNEJM5uhMB_v8vbQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,553,076 | 3 | June 28, 2021 |
| October 2022 | $157,429,517 | 3 | August 22, 2022 |
| October 2023 | $151,280,980 | 3 | May 11, 2023 |
| October 2024 | $171,465,488 | 2 | June 21, 2024 |
| October 2025 | $193,815,884 | 2 | March 6, 2025 |
| October 2026 | $224,401,139 | 3 | May 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $193,815,884 to $224,401,139 (+16%).

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orca Wealth Management, LLC (CRD 310053): Form ADV filing data as of October 2026.