Overview
Assets Under Management: $129 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
BLACK WALNUT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337606), BLACK WALNUT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BLACK WALNUT WEALTH MANAGEMENT is headquartered in TRAVERSE CITY, MI.
BLACK WALNUT WEALTH MANAGEMENT serves 39 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, BLACK WALNUT WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
BLACK WALNUT WEALTH MANAGEMENT manages $129 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, BLACK WALNUT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 273
Discretionary Accounts: 273
Regulatory Filings
CRD Number: 337606
Filing ID: 2031577
Last Filing Date: 2025-12-05 12:08:04
Website: 0