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Managing Member, Chief Compliance Officer · Orca Wealth Management, LLC

Kenneth D. Ouellette

CRD 2159537 · Named on Form ADV at one SEC-registered adviser

At a glance

Orca Wealth Management, LLC, an SEC-registered wealth manager based in New Port Richey, FL with $224 million in regulatory assets, lists Kenneth D. Ouellette on its Form ADV as Managing Member, Chief Compliance Officer, a control person.

Firms and roles

  • Orca Wealth Management, LLCManaging Member, Chief Compliance OfficerWealth manager · New Port Richey, FL · $224M in regulatory assets

AtlasMembers

Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.