9AT: WEALTHRAMP, INC.

Adviser Profile

As of Date	10/01/2026
Registration	Illinois, Approved, 04/27/2026
Other registrations (4)	Illinois, Termination Requested, 10/01/2026 Michigan, Termination Requested, 10/01/2026 Michigan, Approved, 03/23/2026 SEC, Approved, 12/15/2017
Contact Info	(87 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	4
of those in investment advisory functions	2
Private Fund GAV^*	0
% High Net Worth	45.34%
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Selection of other advisers

Compensation Arrangments

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINEQUITIES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MPFA INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser METAL FINANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SPRINGBOX AI, LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser GENIE AI LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser INTEREST FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BKS RETIREMENT SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BENCHMARK ADVISORY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

A. Firm Information Wealthramp, Inc. (“Wealthramp” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) conducting business as an “Internet-only” advisor pursuant to Section 203A- 2(e) of the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Wealthramp is organized as a corporation under the laws of the State of Delaware, effective April 2019. Previously, Wealthramp was a corporation under the laws of the State of California. Wealthramp was founded in 2012. In November 2017, Wealthramp expanded its services to include solicitor referral services for registered investment advisors. Wealthramp is primarily owned by Pamela E. Krueger (President). Additional owners are investors and not control persons of the Advisor. This Disclosure

Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Wealthramp. For questions regarding this Disclosure Brochure, please contact Diane Woolf (at [email protected]. B. Advisory Services Offered Wealthramp provides individuals, high net worth individuals, trusts, and estates (each referred to as an “Investor”) with an interactive, online financial advice matching platform at https://Wealthramp.com.The mission of Wealthramp is to match Investors with fiduciaries to assist the Investor with their financial needs. Wealthramp does not manage investment assets. In matching Investors with qualified registered investment advisors (“RIAs”), Wealthramp may receive a referral fee or a subscription fee for its services (Please see

WEALTHRAMP, INC.

WEALTHRAMP, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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WEALTHRAMP, INC. WEALTHRAMP, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

WEALTHRAMP, INC.

WEALTHRAMP, INC.