TRAVERSE CITY, MICRD 337606Latest ADV March 24, 2026
Black Walnut Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Traverse City, MI. Its latest Form ADV filing, dated March 24, 2026, reports $137M in regulatory assets under management, 2 employees, and 272 accounts.
Assets Under Management
$137M
Employees
2
Offices
--
Total Clients
86
Primary office
TRAVERSE CITY, MI
13919 S W BAY SHORE DR, SUITE 104, TRAVERSE CITY, MI, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.5% of total clients.
Top client categories% of clientsClients
1
Individuals
53.5%
46
2
HNWI
46.5%
40
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of March 24, 2026
Discretionary100.0%
$137M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$137M
Total Accounts272
10Y AUM Change+$137M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.