CRD: 337606
Black Walnut Wealth Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2025
- Office Locations
- 1
Office Locations
About Black Walnut Wealth Management
Black Walnut Wealth Management is a fee-only, fiduciary, SEC-registered advisory firm in Traverse City serving individuals, families, retirees, and business owners across Northern Michigan and other states. The team delivers coordinated financial planning and investment management, including retirement, tax, insurance, and estate planning support. All wealth management advisors are CFP professionals, and the firm typically works with clients with $1M+ investable assets.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERICKSON RICHARD BRAUND
Chief Compliance Officer, Chief Financial Officer, FOUNDER
- CRD
- #2544396
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,776,561 | $502,855 |
| Non-Discretionary | $0 | -- |
| Total | $136,776,561 | $502,855 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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