BLACK WALNUT WEALTH MANAGEMENT
SEC RegisteredCoordinated Wealth Management
About the firm
Black Walnut Wealth Management is a fee-only fiduciary wealth management firm serving individuals and families in Traverse City, throughout Michigan, and across other states. The firm offers a coordinated approach covering taxes, investments, retirement, estate planning, and insurance, with an experienced team that includes backgrounds in accounting, banking, and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only fiduciary wealth management services including retirement planning, tax reduction, financial optimization, investment management, insurance review, and estate organization.
Who they serve
Individuals and families who want a coordinated approach to managing tax, legal, and estate challenges, prefer to delegate financial management to an experienced advisor, and have at least $1 million in investable assets (though the firm occasionally works with clients who have less).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 46 | $19M |
| High Net Worth Individuals | 40 | $117M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLACK WALNUT WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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