ORCA WEALTH MANAGEMENT, LLC

NEW PORT RICHEY, Florida·2 registered advisors·CRD# 310053
SEC# 801-1193071727-938-1600
01

Firm Overview

AUM
$171M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ORCA WEALTH MANAGEMENT, LLC

2 registered advisors
Dawn Marie Roy
TRINITY, Florida
Kenneth Donald Ouellette
NEW PORT RICHEY, Florida
05

Office Locations

NEW PORT RICHEY, Florida
1 advisor
TRINITY, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ORCA WEALTH MANAGEMENT, LLC (CRD# 310053) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.