Orca Wealth Management, Llc
- Regulatory AUM
- $224M
- Discretionary
- $223M
- Clients
- 425
- Avg AUM / client
- $528K
- Accounts
- 425
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $20.3M | 9.04% |
| High net worth individuals | 221 | $149M | 66.6% |
| Pension and profit sharing plans | 3 | $2.8M | 1.23% |
| Charitable organizations | 1 | $1.2M | 0.53% |
| Corporations and other businesses | 15 | $50.8M | 22.6% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Donald Ouellette | Managing Member, Chief Compliance Officer | Jul 2020 (6y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- TradePMR $224M (100% of AUM) May 2026
- Wells Fargo $155M (98% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗