$224.4M Total AUM
$222.6M Disc. AUM
14.0% 3Y CAGR
3 Employees
425 ADV. Clients
5 yrs Firm Age
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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- PeakCrest glacier
- Established Date
- 08-20-2020
- Office Locations
- 1
Office Locations
4601 North Croatan HWY Kitty Hawk NC
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.
Team overview
54 AVG AGE
$224.4M AVG AUM / ADVISOR
$528.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Peak alpha Momentum optima Vital unison Glacier prime Vertex pathway Capital
Client Personas
Ridge prime Value
Custodian
Focus Vertex optima Timber Harbor element Timber
Investment Themes
Pathway Bridge
Investment Vehicles
Crest
Platform
Bridge ember
Services
Vertex North North horizon Alpha Vertex Bridge Oak vertex Radial Horizon Foundation
Technology
Value Eagle vector
Owner & Executives
K
KENNETH DONALD OUELLETTE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2159537
- Ownership
- 75% or more
(822) 585-6420
alpha.bridge@momentumcapital.com
in linkedin.com/in/horizon-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,601,443 | $567,861 |
| Non-Discretionary | $1,799,696 | $54,536 |
| Total | $224,401,139 | $528,003 |
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Separately Managed Accounts
Total SMA Asset: $224,401,139
Equity - Exchange:
9.0% Public Funds:
7.2% Cash:
15.5% Corporate - Investment Grade:
27.6% Equity - OTC:
34.2% Municipal Bonds:
6.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $376,584,206 | 9.0% |
| Public Funds | $301,267,365 | 7.2% |
| Cash | $648,561,688 | 15.5% |
| Corporate - Investment Grade | $1,154,858,231 | 27.6% |
| Equity - OTC | $1,431,019,982 | 34.2% |
| Municipal Bonds | $271,977,481 | 6.5% |
| Total | $4,184,268,953 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ELEMENT ELEMENT | GLACIER FOUNDATION | A3M7NY0E2 | DSO | 7.66% | $59,223,591 |
| INSIGHT CREST | EMBER BEACON | Q40CWVL73 | VYGF | 2.75% | $70,593,853 |
| VECTOR GLACIER EAGLE | SIGNAL BRIDGE | IUIBD0TFX | BDO | 5.71% | $30,286,883 |
| BRIDGE EAGLE ATLAS | OAK PIONEER | 8AWK6NBFB | HXLXG | 10.68% | $111,547,703 |
| DELTA FOCUS BEACON | ELEMENT HORIZON | JCL5MPG7X | NZT | 9.79% | $87,183,519 |
| OAK INSIGHT BEACON | CATALYST BRIDGE | 8VA2YXVLZ | ZSJOI | 8.72% | $12,862,004 |
| RIDGE INSIGHT FUSION | BEACON PEAK | 2PTGMLWSE | XELGN | 3.49% | $19,268,758 |
| ZENITH HARBOR | PRIME VECTOR | O3C04KH46 | IAOA | 1.18% | $16,000,173 |