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Building 2BLACK WALNUT WEALTH MANAGEMENT

Map pinTRAVERSE CITY, MI
Phone231-421-7711
NotebookSEC #801-134160
Total AUM
$136.8M
Employees
2
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13919 S W BAY SHORE DR
SUITE 104
TRAVERSE CITY
MI 49684
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
231-421-7711

ReceiptFinancials

Total AUM
$136.8M
Accounts
272
Discretionary
$136.8M
Accounts
272
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$19.1M
HNW Individual Clients
40
AUM
$117.4M
Corporation or Business Clients
1
AUM
$306.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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