BLACK WALNUT WEALTH MANAGEMENT, LLC
Legal name: BLACK WALNUT WEALTH MANAGEMENT
CRD #337606 SEC #801-134160 TRAVERSE CITY, MI 231-421-7711
SEC Registered
Total AUM
$129M
Discretionary
$129M
Employees
2
Clients
0
Accounts
273
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Faggett, Jametriss | I | CHIEF COMPLIANCE OFFICER | NA | |
| Faggett, Jametriss | I | CHIEF COMPLIANCE OFFICER | NA | |
| Near, Hannah, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Near, Hannah, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAUND, ERICKSON, RICHARD | I | FOUNDER | E | Control |
| BRAUND, ERICKSON, RICHARD | I | FOUNDER | E | Control |
| BRAUND, ERICKSON, RICHARD | I | FOUNDER | E | Control |
| BRAUND, ERICKSON, RICHARD | I | FOUNDER | E | Control |
| BRAUND, ERICKSON, RICHARD | I | FOUNDER, CHIEF COMPLIANCE OFFICER, CFO | E | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (1)
MI
Address
13919 S W BAY SHORE DRSUITE 104
TRAVERSE CITY, MI 49684
United States
Phone: 231-421-7711