# BLACK WALNUT WEALTH MANAGEMENT, LLC

BLACK WALNUT WEALTH MANAGEMENT, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 337606
- Type: SEC-registered investment adviser
- SEC file number: 801-134160
- Location: 13919 S W BAY SHORE DR, SUITE 104, TRAVERSE CITY, MI, 49684
- Phone: 231-421-7711
- Latest filing: 2026-05-14
- Regulatory AUM: $136.8M
- Discretionary AUM: $136.8M
- Clients: 2
- Accounts: 272

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Erickson Richard Braund | FOUNDER; FOUNDER, CHIEF COMPLIANCE OFFICER, CFO | — |
| Jametriss Faggett | CHIEF COMPLIANCE OFFICER | — |
| Hannah Elizabeth Near | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337606/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337606/similar
- Related entities: https://search.stillhousedata.com/firm/337606/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337606

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.