ORCA WEALTH MANAGEMENT, LLC
NEW PORT RICHEY, FLORIDA

ORCA WEALTH MANAGEMENT, LLC is a financial advisory firm based in New Port Richey, Florida. Incorporated on July 20, 2010, under the status of Florida.Models.Dos.FloridaCompanyStatus, ORCA operates with the filing number L10000076057 and is classified as a FLAL company type. The organization's mailing address is 7701 Little Rd, New Port Richey, FL, 34654, and it can be contacted via phone at (727) 938-1600 or (727) 938-7536. ORCA WEALTH MANAGEMENT provides investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), facilitating investments as part of Wells Fargo & Company's network of registered broker-dealers and non-bank affiliates. The company’s registered Fei Number is 272799166, with the most recent significant corporate event being a reinstatement on October 7, 2014. As a testament to its compliance and operational integrity within Florida's regulatory framework, ORCA submitted its last annual report on January 12, 2024. ORCA WEALTH MANAGEMENT currently operates under service constraints specific to geographic locations; securities-related services are available to residents of select states including CA, DE, FL, GA, IL, IN, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, TX, VA, WI, WV. In contrast, insurance-related services are slightly broader, extending to specific areas such as Tennessee. Clients residing outside of these jurisdictions must consult with their Financial Advisor (FA), who may not be registered in every state. As for the corporate leadership of ORCA WEALTH MANAGEMENT, Kenneth D. Ouellette serves as Manager, guiding the firm’s strategic direction and operations within the financial services industry.