BLACK WALNUT WEALTH MANAGEMENT

RIASEC RegisteredEst. 2025

Total AUM

$137M

Discretionary

$137M

100% of AUM

Avg account

$503K

Accounts

272

Employees

Advisory reps

Firm details

Headquarters: TRAVERSE CITY, Michigan
CRD number: 337606
Registered since: August 11, 2025
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.81%
Individuals13.96%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Black Walnut Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2025. The firm advises primarily individuals and families and combines financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm identifies as an active ESG investor, indicating environmental, social, or governance factors are part of its investment considerations.