Item 5: Additional Compensation ............................................................................................................................................................. 21 Item 6: Supervision .................................................................................................................................................................................... 21 Form ADV Part 2B Brochure Supplement - Kirsten Elizabeth Roeber..................................................................................................... 22 Item 2: Educational Background and Business Experience ...................................................................................................................... 23 Item 3: Disciplinary Information ............................................................................................................................................................... 24 Item 5: Additional Compensation ............................................................................................................................................................. 25 Item 6: Supervision .................................................................................................................................................................................... 25 Form ADV Part 2B Brochure Supplement - Margaret Elizabeth Jacques ................................................................................................ 26 Item 2: Educational Background and Business Experience ...................................................................................................................... 27 Item 3: Disciplinary Information ............................................................................................................................................................... 28 Item 5: Additional Compensation ............................................................................................................................................................. 28 Item 6: Supervision .................................................................................................................................................................................... 29 PRIVACY POLICY ...................................................................................................................................................................................... 30 SilverPeak Wealth Advisors, LLC (hereinafter “SilverPeak”) is a Limited Liability Company organized in the State of Colorado. The firm was formed in February 2014 and attained registration as an investment adviser in June 2014. The owners and co-presidents are Henry M. Nicholson, III and Margaret Elizabeth Jacques. We are committed to helping clients build, manage, and preserve their wealth and to provide assistance to help clients achieve their financial goals. We may offer an initial complimentary meeting at our discretion; however, Investment Advisory services are initiated only after you and SilverPeak execute a client agreement. Portfolio Management Services We

provide investment advisory services to individuals and high-net-worth individuals concerning various securities, including mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. As a registered investment adviser, we are held to the highest standard of client care – a fiduciary standard. As a fiduciary, we always put our client’s interests first and must fully disclose any conflict of interest. We do not directly hold customer funds or securities and all transactions are sent to our qualified custodian which executes, compares, allocates, clears, and settles them. Our custodian also maintains our clients’ accounts and may grant clients access to them. SilverPeak offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. In almost all cases, SilverPeak creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Portfolio management services include, but are not limited to, the following: * Help clients to develop an investment strategy * Collect and assess client’s risk tolerance data * Create a personal investment policy for each client * Provide regular portfolio monitoring and asset selection SilverPeak will require discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction, as the firm provides strictly discretionary management. SilverPeak evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. SilverPeak seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of SilverPeak’s economic, investment or other financial interests. To meet its fiduciary obligations, SilverPeak attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, SilverPeak’s policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. Selection of Other Advisers SilverPeak may direct clients to third-party investment advisers. Before selecting other advisers for clients, SilverPeak will verify that all recommended advisers are properly licensed, notice filed, or exempt in the states where SilverPeak is recommending the adviser to clients. Services Limited to Specific Types of Investments SilverPeak limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. SilverPeak may use other securities as well to help diversify a portfolio when applicable. Private or non-traded investments may be purchased only by clients signing the appropriate documents at the time of purchase. SilverPeak offers the same suite of services to all of its clients but may create and implement “model portfolios” in order to provide a specific allocation among those models for each client based on the client’s Investment Policy Statement which outlines each client’s current situation (e.g., income, tax levels, targets, and risk tolerance levels). Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent SilverPeak from properly servicing the client account, or if the restrictions would require SilverPeak to deviate from its standard suite of services, SilverPeak reserves the right to end the relationship. SilverPeak has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $150,756,887 $0.00 12/31/2023