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Black Walnut Wealth Management, LLC

● SEC registered since 2025CRD 337606SEC# 801-134160Traverse City, MI
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
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 employs 2 people.
blackwalnutwm.comView on SEC.gov ↗

Black Walnut Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Erickson Richard Braund ControlFounderOver 75%2017
Hannah Elizabeth Near ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

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

Address13919 S W Bay Shore Dr, Suite 104, Traverse City, MI 49684
Phone231-421-7711
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo