SourcingSourcing

ORCA WEALTH MANAGEMENT, LLC

C46
CRD 310053·SEC 801-119307·NEW PORT RICHEY, FL
AUM
$224.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$673K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORCA WEALTH MANAGEMENT, LLC
CRD
310053
SEC file #
801-119307
EIN
272799166
DBA names
—

Economics

AUM
$224.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$131.1M → $224.4M▲ +71%
Client mix
Individuals High Net Worth221
Individuals Other185
Corporations15
Pension Profit Sharing Plans3
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW PORT RICHEY FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/orcawealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OUELLETTE, KENNETH, DONALD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OUELLETTE, KENNETH, DONALD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:orca.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002043765
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-22
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002085853-26-000478

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1046
Soi Zip Pct 200k Plus
0.0128
Soi Zip Returns 200k Plus
200
Soi Zip Total AGI
775,072
Fdic Zip Total Deposits
6,394,084,000
Fdic Zip Branch Count
160
Fdic Zip Top Banks
Wells Fargo Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
6521 MAIN STREETNEW PORT RICHEY, FL 34653
Business
6521 MAIN STREETNEW PORT RICHEY, FL 34653
Edgar EIN
272799166
Edgar Recent Filings
13F-HR2026-04-24 · 0002085853-26-000478
13F-HR2026-02-06 · 0002085853-26-000215
Fdic Zip Branches Raw
NationsBank of Florida, N.A.New Port Richey, FL
Barnett Bank of Pasco CountyElfers, FL
Fdic Zip HHI
1022.74
Fdic Zip Top Bank Share Pct
22.31
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI67,308
Returns5,190
Stub 2
AGI176,436
Returns4,820
Stub 3
AGI154,549
Returns2,530
Soi Zip Total Business Income
20,428
Soi Zip Total Cap Gains
15,409
Soi Zip Total Dividends
6,360
Soi Zip Total Returns
15,590
Top Owner CRD
2159537
Trust Company Affiliate
No

People (1)

1
OUELLETTE, KENNETH, DONALD
IAR · Direct Owner · 87.5%
2159537