W
$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2023
- Office Locations
- 1
Office Locations
-- Dallas TX
About Walnut Hill Wealth Management
Walnut Hill Wealth Management is a Dallas-based investment advisor serving retail clients with financial planning and investment planning, including tax planning, estate planning, insurance, and business succession support. Portfolios are implemented primarily with ETFs, with an emphasis on asset allocation and risk management. Custody is supported through platforms including Altruist and Charles Schwab.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
$327.3K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
Stephen Brooks Bodwell
Chief Compliance Officer, President
- CRD
- #7685361
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,582,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,582,849 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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