Orca Wealth Management, LLC

Orca Wealth Management, LLC is a fee-only registered investment adviser founded in 2020 by Kenneth Ouellette. The firm offers personalized investment management and financial advisory services to individual and institutional investors, operating under a fiduciary standard of care. Services include investment and wealth management, financial planning, and fiduciary services for plan sponsors. Orca Wealth Management manages client portfolios on a discretionary basis, tailoring strategies based on individual needs and goals. The firm may also recommend allocation to independent investment managers or advise on various investment products. Clients have the option to engage Orca Wealth Management for financial planning and consulting services, which may be billed on an hourly, fixed, or project basis. The firm's fees for investment and wealth management services are based on a graduated fee schedule, with discretionary accounts ranging from 0.65% to 0.90% annually. Orca Wealth Management does not charge performance-based fees or participate in side-by-side management. The firm reviews client accounts periodically and retains proxy voting authority for clients. Orca Wealth Management does not have any disciplinary information to report and does not pay referral fees. Client assets are held by a qualified custodian, and the firm does not maintain physical possession of client assets.