Black Walnut Wealth Management, LLC
● SEC registered since 2025CRD 337606SEC# 801-134160Traverse City, MI
Reg. AUM
$136.8M
Employees
2
Accounts
272
Location
Traverse City, MI
Black Walnut Wealth Management, LLC assets under management
Black Walnut Wealth Management, LLC operates as an SEC-registered investment adviser based in Traverse City, MI. The firm has been registered since 2025. It reports $136.8 million in regulatory assets under management and employs 2 people.
Black Walnut Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erickson Richard Braund Control | Founder, Chief Compliance Officer, Cfo | Over 75% | 2017 |
Frequently asked questions
How much does Black Walnut Wealth Management, LLC manage?
Black Walnut Wealth Management, LLC reports $136.8 million in regulatory assets under management on its Form ADV.
How many employees does Black Walnut Wealth Management, LLC have?
Black Walnut Wealth Management, LLC reports 2 employees.
Where is Black Walnut Wealth Management, LLC located?
Black Walnut Wealth Management, LLC is based in Traverse City, MI and has been SEC-registered since 2025.
Does Black Walnut Wealth Management, LLC disclose fund performance?
Black Walnut Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13919 S W Bay Shore Dr, Suite 104, Traverse City, MI 49684 |
| Phone | 231-421-7711 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.8M▲ 6%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$136.8Mregulatory AUM
Discretionary $136.8M