Investment adviser · CRD 337606

BLACK WALNUT WEALTH MANAGEMENT

Investment adviser filing (IA)

BLACK WALNUT WEALTH MANAGEMENT, LLC

TRAVERSE CITY, MI, United States · Form ADV filed May 14, 2026

Regulatory AUM
$137M
Form ADV · Item 5.F
Client accounts
272
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals40$117,372,91885.8%
Individuals46$19,096,78214.0%
Corporations & businessesFewer than 5$306,8610.2%
Filing source

Form ADV 2105792 · May 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

13919 S W BAY SHORE DR, SUITE 104
TRAVERSE CITY, MI, 49684, United States

CRD 337606

Filing source

Form ADV 2105792 · May 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.