# Walnut Hill Wealth Management

> Walnut Hill Wealth Management is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 324453
- Filed as: WALNUT HILL WEALTH MANAGEMENT
- Legal name: Walnut Hill Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324453
- AdvisorCensus page: https://advisorcensus.com/firm/walnut-hill-wealth-management-324453

## Quick answers

**How is Walnut Hill Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Walnut Hill Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Walnut Hill Wealth Management registered with the SEC or a state?**
Walnut Hill Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324453.

**How much does Walnut Hill Wealth Management manage?**
Walnut Hill Wealth Management reports $4,582,849 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Walnut Hill Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (1).

**Does Walnut Hill Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324453

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,582,849
- Discretionary: $4,582,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,739,603 |
| High net worth individuals | 1 | $1,843,246 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- walnuthillwealth.com
- LinkedIn @walnut-hill-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walnut Hill Wealth Management (CRD 324453): Form ADV filing data as of October 2026.