WALNUT HILL WEALTH MANAGEMENT

WALNUT HILL WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 324453). Regulatory assets under management: $4.6M.

Registration

• CRD: 324453
• Type: Registered investment adviser
• Phone: 214-316-7490
• Latest filing: 2026-01-27
• Regulatory AUM: $4.6M
• Discretionary AUM: $4.6M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search