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BLACK WALNUT WEALTH MANAGEMENT

TRAVERSE CITY, MI · CRD 337606 · IAPD ↗ · blackwalnutwm.com · 231-421-7711

$136.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2026 — BLACK WALNUT WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
January 2026 — BLACK WALNUT WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — BLACK WALNUT WEALTH MANAGEMENT (TRAVERSE CITY, MI) is newly SEC-registered (provisional 120-day approval) with $129.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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