This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-20-2020
- Office Locations
- 1
Office Locations
About Orca Wealth Management, LLC
Orca Wealth Management is a boutique RIA led by Ken Ouellette, CPM®, providing wealth management and financial planning focused on growing, preserving, and transferring client wealth. The firm builds diversified, risk-managed portfolios with a strong ETF allocation, and also supports retirement, estate, tax, and insurance planning. Custody/clearing includes Trade-PMR and Wells Fargo.
Reported data analysis
What the numbers show
Between October 31, 2025 and May 11, 2026, reported AUM increased 15.8%, from $193.8M to $224.4M.
Across 5 reported observations, AUM increased 42.5% between November 9, 2022 and May 11, 2026, from $157.4M to $224.4M.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 1 advisory representatives and 425 clients, or 425 clients per representative. That equates to $528.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Orca Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Orca Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH DONALD OUELLETTE
Chief Compliance Officer, General Partner, Managing Member
- CRD
- #2159537
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,601,443 | $567,861 |
| Non-Discretionary | $1,799,696 | $54,536 |
| Total | $224,401,139 | $528,003 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Orca Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Orca Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.