Black Walnut Wealth Management

Black Walnut Wealth Management primarily serves individuals, high‑net‑worth clients, trusts, estates, and charitable organizations, providing comprehensive wealth management that combines discretionary investment management with financial planning and consulting. As of December 31, 2025 the firm reported approximately $136.8 million in assets under management across 86 client relationships and typically considers a relationship minimum near $1,000,000.

The firm’s investment approach emphasizes a long‑term, buy‑and‑hold discipline grounded in fundamental analysis, with discretionary oversight to monitor performance, rebalance target allocations, and implement tax‑efficient or tactical adjustments as market or client circumstances change. Portfolios may include stocks, bonds, ETFs, mutual funds, and, when appropriate, alternative investments and ESG considerations, and the firm generally recommends custody through Fidelity or Schwab.

Noteworthy features relative to many independent peers include the firm’s use of client communications that go beyond standard account statements—BWWM sends periodic or event‑inspired reports and publishes newsletters—and the firm’s use of client testimonials in advertising, practices that are uncommon among similar advisors. The firm also accepts certain corporate or business clients in addition to individual and fiduciary accounts, and it has chosen not to aggregate trades across client accounts, a practice that affects trade execution and tax management.