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| Keyboard |
| Black Walnut Wealth Management LLC
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|---|---|
| CRD # | 337606 |
| SEC # | 801-134160 |
| CIK # | |
| AUM | 136.8 M (2026-05-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 231-421-7711 |
| Address | 13919 S W Bay Shore Dr Traverse City, MI 49684 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 19.1 |
| (b) Individuals (high net worth individuals) | 40 | 117.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 136.8 |
| By Discretionary | ||
| Discretionary | 272 | 136.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 272 | 136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.8 | |
| Total | 272 | 136.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vertis Wealth LLC
✚
|
IL | 140.7 M |
|
Plan First Wealth LLC
✚
|
140.3 M | |
|
Marvel Financial Planning Inc
✚
|
139.4 M | |
|
Twenty Twenty Investment Advisors LLC
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|
139.0 M | |
|
Box Hill Private Wealth
✚
|
137.5 M | |
|
Aventus Investment Advisors Inc
✚
|
FL | 136.5 M |
|
IA Private Wealth USA Inc
✚
|
135.1 M | |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 134.6 M |
|
Soundpath Retirement Strategies LLC
✚
|
WA | 134.5 M |
|
Gibson Financial Solutions Inc
✚
|
ME | 133.7 M |