ORCA WEALTH MANAGEMENT, LLC
CRD #310053 SEC #801-119307 NEW PORT RICHEY, FL 727-938-1600
SEC Registered
Total AUM
$193.8M
Discretionary
$190.2M
Employees
2
Clients
11
Accounts
428
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROY, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROY, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| OUELLETTE, KENNETH, DONALD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (4)
FL NC OR TX
Address
7701 LITTLE RDSTE 211
NEW PORT RICHEY, FL 34654
United States
Phone: 727-938-1600