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WALNUT LEVEL CAPITAL LLC

DENVER, CO · CRD 307942 · IAPD ↗ · walnutlevel.com · 303-381-0156

$119.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — WALNUT LEVEL CAPITAL LLC reported RAUM down 53% ($251.5M -> $119.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — WALNUT LEVEL CAPITAL LLC reported RAUM up 35% ($186.2M -> $251.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — WALNUT LEVEL CAPITAL LLC reported RAUM up 272% ($50.0M -> $186.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.