Black Walnut Wealth Management
Black Walnut Wealth Management is an SEC-registered wealth manager in Traverse City, MI with $136.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Black Walnut Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337606, SEC 801-134160, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $136.8M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Traverse City, MI
- Employees
- 2
- Clients
- 86
- CRD
- 337606
- Ownership
- BRAUND, ERICKSON, RICHARD; Faggett, Jametriss
How much AUM does Black Walnut Wealth Management have?
Black Walnut Wealth Management reported $136.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Black Walnut Wealth Management?
Disclosed owners and executives of Black Walnut Wealth Management include BRAUND, ERICKSON, RICHARD, Faggett, Jametriss. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.