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BLACK WALNUT WEALTH MANAGEMENT, LLC

dba BLACK WALNUT WEALTH MANAGEMENT · CRD 337606 · Registered Investment Adviser

BLACK WALNUT WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in TRAVERSE CITY, MI. The firm reports $136,776,561 in regulatory assets under management across 272 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$136,776,561
Non-discretionary$0
Total RAUM$136,776,561
Accounts272

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 337606. adviserinfo.sec.gov/firm/summary/337606.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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