A. OWNERSHIP/ADVISORY HISTORY Gen-Wealth Partners, Inc. (“the Advisor”) was established as a Michigan corporation in August 2015. It was subsequently registered as a Michigan investment adviser until 2020 when it became registered with the U.S. Securities and Exchange Commission. The Advisor’s owner is David L. Wilson (“Mr. Wilson”). B. ADVISORY SERVICES OFFERED The Advisor’s services include portfolio management services, financial planning and recommendations and monitoring of Institutional Strategists. The Advisor will meet with a client to evaluate the individual client’s investment needs, goals, and objectives. After the evaluation, the Advisor may recommend one or more of the services described below. i. FINANCIAL PLANNING The Advisor offers clients financial planning services to evaluate their financial situation, goals, and risk tolerance. Through a series of personal interviews and the use of questionnaires, the Advisor will collect pertinent data, identify goals, objectives, financial problems, potential solutions, prepare specific recommendations and implement recommendations. As a result of these actions, the Advisor’s advice may be provided on financial and cash management, risk management, financial issues relating to divorce or marital issues, estate planning, tax issues, stretch IRA planning, Investment Planning/Asset Allocation, retirement planning, educational funding, goal setting, or other needs as identified by the client and Advisor. The Advisor may offer broad-based planning services, or the client may desire advice on certain planning components; the Advisor can tailor services as desired by the client. At the conclusion of the Financial Planning Service the Advisor will present the client with a written financial plan. ii. PORTFOLIO MANAGEMENT The Advisor and the client will create a customized portfolio that the Advisor will manage on a discretionary basis for the client. Through a series of personal interviews, the Advisor works with the client to formulate an individualized asset allocation model for the client’s portfolio based upon his/her objectives, time frame, risk parameters and other investment considerations. Once the portfolio is created, the Advisor may also recommend one or more Institutional Strategists. iii. Recommendation and Monitoring of Institutional Strategists After an initial meeting with the client and when deemed appropriate, we may recommend the services of Institutional Strategists, who are independent investment advisers (“Institutional Strategist”), to manage the client’s account. Our recommendation will depend on the client’s circumstances, goals and objectives, strategy desired,

account size, risk tolerance, or other factors. We work with the client to determine which Institutional Strategist may be appropriate. Clients are never obligated to use a recommended Institutional Strategist. The Institutional Strategist will be part of either the Model Market Place (“MMP”), an offering of Charles Schwab & Co., Inc. or Envestnet Asset Management, Inc.’s unified management account platforms. (“Envestnet” CRD # 111694). These platforms give us access to the services of Gen-Wealth Partners, Inc. Page 5 ADV Part 2A – 3/28/2024 hundreds of Institutional Strategists whose investment philosophies range from conservative to aggressive. We use these platforms to design portfolios that match a client’s investment style with an Institutional Strategist’s investment style. For example, we will recommend an active management Institutional Strategist when a client seeks an actively managed portfolio. Clients preferring a passively invested portfolio will be recommended a passive Institutional Strategist. The investment styles may also be combined to create a portfolio that is part actively managed and part passively managed. Prior to recommending an Institutional Strategist we conduct a due diligence review of the available Institutional Strategists available on the platforms. We consider the following factors during our review: fees, reputation, performance, financial strength, management, price, reporting capabilities, client’s financial situation, client’s goals, client’s needs, client’s risk tolerance and client’s investment objectives. After our review, we present the client with one or more recommendations. The client will be given a copy of the Institutional Strategists Form ADV Part 2A. Clients are encouraged to read and understand this disclosure document. We will not refer a client to an Institutional Strategist unless it is registered, notice filed or exempt from registration as an investment adviser in the client’s state of residence. iv. Retirement Plan Services The Advisor provides participant education services on retirement plans. Additional services may be offered based on the needs of the qualified plan. C. TAILORED SERVICES As described above, the Advisor’s services are individualized to each client. Portfolio management clients may impose restrictions on investment in certain securities or types of securities. All restrictions must be presented to the Advisor in writing. D. WRAP PROGRAM The Advisor does not sponsor or manage a wrap fee program. E. CLIENT ASSETS MANAGED As of February 1, 2024, we manage $257,762,418 in client assets on a discretionary basis and $0 in client assets on a non-discretionary basis.