RIA Intel›Advisers›Delaware›WALNUT GREEN ASSET MANAGEMENT, LLC

WALNUT GREEN ASSET MANAGEMENT, LLC

Advisory

WILMINGTON, DE

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$5M

across 17 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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