Black Walnut Wealth Management LLC

EST. AUM
$136,776,561

CONTACTS
1

CLIENT ACCOUNTS
272

Firm Details

Metro area Grand Rapids
CRD Number 337606
Website blackwalnutwm.com
Client types

Overview

Black Walnut Wealth Management LLC (“BWWM”), founded in 2017 by Eric Braund, is an independent SEC-registered investment adviser headquartered in Traverse City, Michigan. The firm offers customized portfolio management services that begin with a thorough assessment of client circumstances, objectives, and risk tolerance, leading to diversified investment portfolios across equities, fixed income, ETFs, mutual funds, and select alternatives. Its strategies focus on long-term growth, complemented by tax-efficient implementation, systematic rebalancing, and tactical adjustments when needed. In addition to investment management, BWWM provides comprehensive financial planning covering cash flow, retirement, education, insurance, estate, and tax planning. Clients also have access to educational newsletters designed to provide insights into economic trends and financial best practices.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Black Walnut Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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