← Back to searchVisit website
BLACK WALNUT WEALTH MANAGEMENT
BLACK WALNUT WEALTH MANAGEMENT, LLC
CRD 337606 · SEC 801-134160
13919 S W BAY SHORE DR, SUITE 104, TRAVERSE CITY, MI, 49684, United States
Phone
231-421-7711
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.8M
Discretionary AUM
$136.8M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $19.1M |
| High net worth individuals | 40 | $117.4M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD